ThreeEQ

 

Preparing Next Gen Leaders.
Elevating Enterprise Value.
Strengthening Legacies.

 

 

 

ThreeEQ CEO & Chief Mentor Jason Ma in conversation for The CEO Magazine

 

The ThreeEQ Difference

 

 

ThreeEQ is a family business personally led by Jason Ma, Founder, CEO & Chief Mentor. He brings 40+ years of hands-on experience across education, leadership, AI/tech innovation, global business, and investing. This includes 2M+ miles of global travel and 20,000+ hours of 1:1 mentoring, coaching, writing, speaking, and applied research.

We work discreetly with select, values-aligned private clients. We would help you prepare exceptionally well, turn key goals into strong outcomes, overcome setbacks, and strengthen the foundation for long-term success, well-being, and legacy. Explore the practice most relevant to you:

• Next Gens and Families focused on elite college or graduate school admissions, leadership and career advancement, and strengthening family legacies

• Founders, CEOs, and Executives pursuing next-level success in career, business, leadership, and life

• Enterprises and Single Family Offices seeking to win major deals, seize strategic opportunities, and strengthen legacies

• Speaking: Event Organizers and Corporate Hosts seeking a thought-provoking speaker, moderator, or forum chair. Example: Chair, Opal Hamptons 2024–26

 

Events & Insights | Speaking | B20 / G20
People | Testimonials | Videos | Articles

 

Next Gens and Families

Private 1:1 mentorship for students and young adults (typically sponsored by parents or family principals)—elite college and graduate school admissions, leadership and career advancement, well-being, and legacy building

 

 

“You get through to these kids in a way most can’t.” —Fortune 500 CEO

 

“You have a gift in how you work with these kids. I get it.” —Don Levy, former SVP, Sony Pictures

 

 

You want your Next Gen to achieve, grow in confidence and capabilities, and build a fulfilling life. Through private 1:1 mentorship, ThreeEQ Chief Mentor Jason Ma and Team ThreeEQ would guide and inspire them to gain clarity, prepare exceptionally well, overcome setbacks, and achieve strong outcomes in admissions to top-tier schools, leadership, career advancement, and life, with well-being.

Beyond immediate goals, we help your Next Gen strengthen discernment, relationships, and leadership while building a strong foundation for sustained success, well-being, family harmony, and legacy.

We keep our Next Gen mentorship practice small so your family receives sustained personal attention. We primarily serve ultra-high-net-worth families committed to investing in their Next Gens’ achievement, long-term development, and well-being. We work best with families who value a trusted outside perspective, communicate openly, and follow through on agreed next steps.

Our highly personalized mentorship includes and goes well beyond college and graduate school admissions, career, life, and executive coaching. It also integrates practical psychology, strategic positioning, pragmatic execution, and holistic development through Jason Ma’s well-established 4S + 3EQ framework:

• 4S: Visionary Story, State, Strategies, and Soft + Hard Skills for the Age of AI

• 3EQ: Emotional, Relational/Social, and Leadership Intelligence

Starting early gives your Next Gen more time to explore, prepare, and grow. For many families, the greatest cost comes from delayed action or inadequate guidance: missed admissions and career opportunities, prolonged misdirection, subpar decisions, and strained family relationships. Those consequences can far exceed the investment in trusted third-party mentorship.

 

Selected insights: Elite College Admissions in the Age of AI (Worth Magazine)  •  What Matters in Gen Z Career Growth  •  Next Gen Preparation, Leadership, and Legacy

 

Middle Schoolers →
High School Students →
College Students & Young Adults →
Parents & Family Principals →

Explore Working Together →

 

 

 

Jason Ma discussed “Elite College Admissions in the Age of AI” in a fireside chat moderated by Dan Costa, Chief Content Officer and Editor-in-Chief of Worth Media, at Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach.

 

Founders, CEOs, and Executives

Private 1:1 strategic mentorship and executive advisory at consequential inflection points in career, business, leadership, and life

 

 

“Your coaching has been incredibly helpful to me.”
—Entrepreneur and family principal

 

 

Your decisions shape your business, your relationships, and the life you want to build. Jason Ma would personally and discreetly advise you through consequential decisions, leadership transitions, and strategic growth opportunities.

He helps you sharpen strategic discernment, grow enterprise value and improve financial performance, strengthen leadership and key relationships, make better decisions under pressure, execute more effectively, and build your legacy with intention.

Our work together includes and goes well beyond executive and life coaching, combining candid dialogue, strategic thinking, practical psychology, and disciplined execution.

At consequential inflection points, the greatest cost can be the cumulative impact of misjudged decisions, missed major opportunities, and delayed or subpar execution: lost enterprise value, weaker financial performance, and strained relationships. These consequences can far exceed the investment in trusted third-party guidance.

 

Explore Working Together →

 

Enterprises and Single Family Offices

Senior advisory and high-level global rainmaking and dealmaking

 

 

“Jason Ma has proven to be an extremely astute company builder and global business leader.” —Alfred Chuang, Founder & Former CEO, BEA Systems
(“The CEO’s CEO” per Ben Horowitz, Co-Founder & GP, a16z)

 

“Jason Ma is the trusted voice you want in the room to navigate what really matters next.” —Principal, Single Family Office

 

 

Jason Ma would work with you personally and discreetly on consequential business, investment, and legacy matters affecting your enterprise or single family office (SFO). Depending on your priorities, the work may include:

• High-level global rainmaking and dealmaking: Targeted introductions to major customers, partners, investors, and acquirers worldwide, aligned with your strategic priorities

• Senior advisory: Clarify your positioning and narrative, sequence key moves, align stakeholders, and strengthen decision-making and execution

• Legacy building and succession planning: Navigate the intersection of family dynamics, leadership, ownership, and enterprise outcomes

• Smart direct AI/tech investing: Perspective to help you evaluate select major opportunities, capital strategy, and direct investing signals.

Jason is also Chief Business Officer and an investor at AdXero, actively co-building a new category in a $700B+ global market.

 

Selected insights: Single Family Offices & UHNWI Investors: The Rise of Smart Direct AI/Tech Investing (Impact Wealth), plus Additional Insights

 

Explore Working Together →

 

 

 

Jason Ma chaired the Silicon Valley Economic Forum (SVEF) 2026, and moderated its “Single Family Office Trends in the Age of AI” panel with SFO principals.

 

Speaking: Event Organizers and Corporate Hosts

 

Thought-provoking perspectives and practical insights for your audience

 

 

“It was great to tap into Jason’s insights on tech trends, the future of work, and leading multi-cultural teams worldwide. His advice on becoming the best version of yourself by constantly growing felt especially meaningful.” —Kiran Vuppu, EVP/CIO, Commercial Lending and Banking Technology, Wells Fargo

 

“Having an exceptional event chairman makes a significant difference. We were fortunate to have Jason chair our Family Office events in the Hamptons and Napa. His skillful facilitation enriched the panels and contributed to an engaging, dynamic atmosphere.” —David Leibowitz, SVP of Investor Relations, Opal Group

 

 

You want your audience to feel inspired, enlightened, and engaged—and leave with insights they can use. Jason Ma would work with you as a keynote or fireside speaker, moderator, panelist, forum chair, or featured guest.

He brings a rare combination of deep intergenerational mentoring experience, high-level relationships, and perspectives on AI/tech innovation and investing, global business building, geopolitics, and education to the questions that matter to your audience.

Jason’s audiences range from Next Gens and parents to entrepreneurs, CEOs and executives, investors, family office principals and CIOs, and billionaires.

Signature topics:

1. Geopolitics, B20/G20, and Strategic Business Roadmaps in a Turbulent World
2. Family Offices and UHNW Private Wealth: Trends, Risks, and Opportunities
3. Next Gens, Leadership, Philanthropy, Legacy Building, and Wealth Transfer
4. AI/Tech Direct Investing for Single Family Offices (SFOs) and UHNW Investors
5. AI/Tech Innovation and Disruption: What Leaders and Investors Should Do Now
6. Elite College Admissions, Human Capital, and the Future of Work and Education
7. Faith, Mental Health, and Emotional, Social, and Leadership Intelligence (3EQ)

 

Recent engagements: Family Office & Private Wealth Legacy Summit | Pre-Summit Post (The Hamptons, Opal Group)  • AI Summit @ Stanford  •  Silicon Valley Economic Forum (SVEF) 

 

Invite Jason Ma to Speak →

Speaking Calendar & Thought Leadership →

 

 

 

Jason Ma co-MC’ed the Sustainable Gala commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs. The gala was MC’ed by Fashion 4 Development Founder Evie Evangelou, and Jason was inducted into the League of Gentlemen.