Preparing Next Gen Leaders. Strengthening Legacies.
Private mentorship for Next Gens, founders, executives, and CEOs • Senior advisory and global rainmaking for enterprises, UHNW family enterprises, and SFOs • Personally led by Jason Ma

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

Jason Ma onstage as co-MC at a Gala during UNGA 2022. (Photo by Slaven Vlasic/Getty Images for Fashion 4 Development)
ThreeEQ is a family business led by Jason Ma, Founder, CEO & Chief Mentor — an award-winning Chief Mentor of Next Gen Leaders, senior advisor and rainmaker, and AI/tech entrepreneur and investor.
He is also a longstanding B20/G20 member, global business and education leader, author, speaker, and forum chair.
Personally led by Jason Ma, supported by Team ThreeEQ, and handled with discretion — focused on strong outcomes and well-being for select private clients.
ThreeEQ serves:
• Next Gens & Families — private 1:1 mentorship for Gen Z in school and early careers, under parents’ sponsorship: elite college admissions, grad/professional school admissions, leadership and career advancement, well-being, and legacy building
• Founders, Executives, & CEOs — private 1:1 coaching for leadership and career advancement, decision-making, well-being, and legacy building
• Enterprises, UHNW Family Enterprises, & Single Family Offices (SFOs) — senior advisory, global rainmaking, and major dealmaking support at key inflection points
• Speaking & Forum Chairing — family offices & private wealth, Next Gens, AI/tech, investing, geopolitics, leadership, human capital, legacy building, and the future of work and education
Learn more:
Events & News | Speaking | B20/G20 | Testimonials | Videos | Articles
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Who We Serve |
ThreeEQ is designed for people and organizations who value discernment, discretion, trusted relationships, disciplined execution, and strong outcomes with well-being.
We work best with coachable, committed, values-aligned private clients at meaningful inflection points — families preparing Next Gens, leaders navigating complex decisions, and enterprises or SFOs pursuing strategic opportunities.
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For Next Gens and Families |
Private 1:1 mentorship for Gen Z in school and early careers (under parents’ sponsorship) — elite college admissions, grad/professional 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
ThreeEQ guides select middle school, high school, college, and graduate students, as well as young professionals and entrepreneurs, through highly personalized mentorship designed to strengthen clarity, confidence, execution, and long-term growth.
Private mentees have achieved strong outcomes: earned admission to top colleges/universities and grad/professional schools, built high-impact careers, grown as emotionally and socially intelligent leaders, and strengthened family unity and legacy.
This is not traditional college/grad school consulting or generic life coaching. It goes deeper—designed to build durable capabilities and produce strong real-world results with well-being. ThreeEQ integrates practical psychology, strategic positioning, holistic development, and Jason Ma’s well-established 4S and 3EQ framework:
• 4S: Visionary Story, State, Strategies, and Soft + Hard Skills
• 3EQ: Practical Emotional, Social, and Leadership Intelligence
The greatest cost is often opportunity loss and long-term regret, not fees. ThreeEQ helps families prevent misdirection, delayed guidance, and lost momentum at critical moments.
>> High School Students
>> College Students & Young Adults
>> Parents & Family Principals
. Harvard Business School Association . Jason Ma speaks on “Preparing Your Children for Middle/High School, College, Early Career, and Personal Success” at a special event organized and sponsored by the Harvard Business School (HBS) Association and co-sponsored by alumni clubs from Harvard, Wharton, Stanford GSB, & Berkeley Haas. |
blank | . Worth’s Beyond Wealth Summit . Jason Ma speaks about “Elite College Admissions in the Age of AI” in a fireside chat moderated by Worth Chief Content Officer and Editor-in-Chief Dan Costa, at Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach. |
Jason Ma chaired the Family Office & Private Wealth Legacy Summit 2025 and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs,” in the Hamptons.
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For Founders, Executives, and CEOs |
Private 1:1 executive coaching and mentorship for leadership and career advancement, decision-making, well-being, and legacy building
“Your coaching has been incredibly helpful to me.”
—Entrepreneur and mother of adult children

NFL Hall of Famer, former 49ers quarterback, and private equity leader Steve Young, Jason Ma, and fellow speakers at the Legacy Builders Summit
Jason Ma serves as a trusted coach and mentor to select founders, executives, and CEOs navigating growth transitions, inflection points, and complex decisions.
This work is strategic, pragmatic, and highly personal. It helps strengthen discernment, decision quality, communication, influence, key relationships, execution, resilience, and practical emotional, social, and leadership intelligence.
Common outcomes include sharper decisions, stronger influence, smoother transitions, better execution, stronger resilience and adaptability under pressure, and more intentional legacy building.
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For Enterprises, UHNW Family Enterprises, and SFOs |
Senior advisory, global rainmaking, and major 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 personally and discreetly serves select principals, owners, CIOs, CEOs, and leadership teams at key business, investment, and legacy inflection points. He helps sharpen clarity and positioning, improve decision quality, and open the right doors, often alongside existing advisors, bankers, and counsel.
Work may include:
• Rainmaking and dealmaking: targeted introductions to major customers, acquirers, investors, and strategic partners worldwide
• Senior advisory: strategic positioning, decision quality, narrative, sequencing, and execution on complex matters
• Legacy, governance, and succession: when UHNW family dynamics intersect with enterprise outcomes
• AI/tech direct investing: perspective on select opportunities, capital strategy, and direct investing trends for SFOs and UHNWI investors. See Ma’s additional insights for SFOs/UHNWI investors.
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Jason Ma and Blackstone Chairman & CEO Steve Schwarzman at B20/G20 China
Not a management consulting firm. No junior teams. No generic decks. Personally led, selective, and discreet.
Jason is also Chief Business Officer and an investor at AdXero, a patented applied AI/tech venture developing a new opt-in, purchase-verified media category and system for consumers, brands, and distribution partners in a $700B+ market. AdXero currently operates with a low public profile by design.
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Speaking & Forum Chairing |
Keynote speaking and forum chairing on family offices & private wealth, Next Gens, AI/tech, investing, geopolitics, leadership, human capital, legacy building, and the future of work & education
“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, 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
Jason Ma co-MCed a Gala commencing UNGA 2022, in the presence of Heads of UN Delegations, First Ladies, Ambassadors, CEOs, and other VIPs. The grand event was MCed by Fashion 4 Development Founder Evie Evangelou, and Jason was inducted into the League of Gentlemen.

Jason Ma keynoting on global geopolitics and strategic business implications at a family office and RIA summit
As a frequent keynote speaker, moderator, forum chair, and media guest, Jason Ma accepts select invitations where he can contribute meaningfully.
A longstanding B20/G20 member, he brings strategic perspective, global context, and intergenerational insight to audiences ranging from Gen Z and parents to CEOs, investors, family offices, and billionaires.
Signature topics include:
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 (Gen Z to Gen X), Legacy Building, and Wealth Transfer
4. AI/Tech Direct Investing for Single Family Offices and UHNW Investors
5. AI/Tech 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 Practical Emotional, Social, and Leadership Intelligence (3EQ)

For private mentorship, advisory, or speaking inquiries, please contact ThreeEQ with brief context.
Success Stories
Mr. Ma inspired a room full of overachieving Stanford students and instructors with a relatable and actionable presentation. His talk included colorful personal anecdotes and a good sense of humor. We were very grateful for his contribution.
Jason Ma and his book Young Leaders 3.0 serve to get the synapses firing between young professionals/entrepreneurs and seasoned leaders. and act as a catalyst for a new generation of leadership.
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My son was feeling great when he finished the call with you last evening. You have a gift in the way you work with these kids. I get it.
Jason Ma’s book Young Leaders 3.0 is a tour de force. This book is not only extremely helpful in guiding young people but also advantageous for parents and all adults. A classic in the making.
Your discussion regarding impact investments were eye-opening as well as intriguing. Your participation brought along a wealth of knowledge and depth, setting a new standard for all our conferences. I look forward to our future events.
Upcoming Speeches
2026
Panelist: The Next Generation of Family Leadership—Navigating Succession, Governance, & Legacy
Family Office & Private Wealth Management Forum West (Opal Group)
Napa Valley, CA — October 21–23
Moderator
Global Investors Annual Meeting (LinkBridge Investors)
New York, NY — September 29
Chairman
Moderator, Opening Panel
Family Office & Private Wealth Legacy Summit 2026 (Opal Group)
The Hamptons, NY — August 25–26
(Three years in a row chairing Opal Hamptons, since its inaugural in 2024)
Chair, Track A
Speaker
Family Office & Private Wealth Management Forum 2026 (Opal Group)
Newport Harbor Island Resort, Newport, RI — July 27–29
Chair
Moderator: Philanthropy in the Age of AI (Day One)
Moderator: Single Family Office Trends in the Age of AI (Day Two)
Silicon Valley Economic Forum (SVEF)
San Jose, CA — May 15–16
OUR FORBES COLUMN & ARTICLES
THOUGHT LEADERSHIP
Jason Ma is the acclaimed author of Young Leaders 3.0 and a former Forbes contributor whose articles on elite college admissions, higher education, Next Gen leadership, and entrepreneurship have reached ~2M views.
His thought leadership has also appeared in Impact Wealth, Family Office Magazine, Red Hot Monde Magazine, Fast Company, WealthBriefing, Family Wealth Report, and other publications.
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Why to Start Preparing for College in Sixth Grade
College Apps: Stanford, Anyone?
When to Say No to Harvard (College Rankings Demystified, It’s About Fit)
Events & News
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Jason Ma chaired the Family Office & Private Wealth Legacy Summit 2025 and moderated its opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs,” in the Hamptons.
As an award-winning Chief Mentor, an AI/tech entrepreneur and investor, and a longstanding B20/G20 member, Jason Ma is a frequent keynote speaker, moderator, forum chair, and media guest.
Ma accepts select invitations where he can contribute meaningfully. He brings strategic perspective, global context, and intergenerational insight to audiences ranging from Gen Z and parents to CEOs and billionaires.
To invite Jason Ma to speak at your forum, show, or private event, please visit ThreeEQ.com/speaking and follow the steps in the “Invite Jason Ma to Speak” section.


