Jennifer Ma

Jennifer is passionate about helping her clients – brilliant innovators who are shaping the future – navigate the complexities of wealth with clarity and confidence. She takes pride in being a trusted advisor and the first call for her clients, ensuring their financial concerns are seamlessly managed.  

With over 35 years of experience, Jennifer specializes in advising entrepreneurs and their families across multiple jurisdictions on all aspects of private wealth. Having worked extensively in Silicon Valley, she has guided both domestic and international clients through sophisticated planning strategies, liquidity events, and the management of concentrated and restricted positions.  

Jennifer holds an MBA from the University of San Francisco and is fluent in Cantonese. She is the proud mother of an adult daughter and a teenage son. Outside of work, Jennifer enjoys event planning, knitting, and exploring global cuisines through both travel and cooking.