Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity.

Now, through INVISIBLE WEALTH Consulting, she partners with individuals and institutions to usher in the next generation of wealth. Jennifer helps current and future wealth holders navigate the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money.

"You're wealthy when you have an abundance of what you value.
The question then becomes: what do you value and why?" —Jennifer Wines

PRINCIPLE I

MONEY &
INVESTMENT

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PRINCIPLE II

HEALTH&
Quality of life

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PRINCIPLE III

Knowledge
Status&
Influence

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PRINCIPLE IV

TimE
Energy&
Experiences

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PRINCIPLE V

Relationships
with Self &
Others

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Principles in action

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#1 Amazon Best Selling Author

Jennifer was born in Mexico to an Irish mother and a Mexican father, and moved ten times by the age of twenty—all over North America. After law school, she started her career in private wealth management.

Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston, and a Certified Private Wealth Advisor© designation from Booth Business School in Chicago.  

With over a decade of experience working with ultra-high-net-worth (UHNW) individuals, and through thousands of client conversations, Jennifer noticed something: people are increasingly interested in wealth beyond the dollar.

Inspired by this shift, Jennifer stepped away from the wealth management advisor seat in 2022 to research the axioms of wealth through a future-forward lens. It was through this exploration that she wrote the book Invisible Wealth, which offers a timely—yet timeless—redefinition of wealth.  

Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth.  She helps current and future wealth holders navigate the rich complexities of self and wealth—because the new wealth paradigm extends far beyond money.

Jennifer is a frequent speaker on Invisible Wealth and her 5 Principle framework. She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, YPO, and Microsoft. Her insights appear in leading publications, and she regularly shares her perspective through her Substack, reaching thousands of subscribers.

She is US based, with international reach.

THE LATEST

Rich Content

Financial Times "Guiding Generations: The Future of Estate Planning" Summit in NYC

Discussing the biggest forces reshaping the estate planning industry

Substack: The Next Generation of Estate Planning

From linear and structured, to non-linear and creative

Jennifer Wines, Speaking at the upcoming Financial Times "Guiding Generations: The Future of Estate Planning" Summit in NYC on 10/23

Fireside Chat: Legacy in the age of AI, crypto, and global households—Tailoring estate plans to modern family dynamics and digital lives

Substack: Who Are You?

How Your Identity Shapes Your Life

Jennifer Wines Speaking at Opal's Upcoming Family Office & Private Wealth Legacy Summit in the Hamptons

Topic: Collaborative Wealth Strategies—Integrating the Next Generation

Jennifer Wines to speak at special TEDxBoston event, in Martha's Vineyard, on 8/8

Leaders & Legends share stories and strategies for society

From Wall Street to Inner Wealth: Jennifer Wines on Rethinking Riches

An interview with the Global Family Office Forum Group

Jennifer Wines, Speaker at Upcoming Financial Times Global Wealth Management Summit in London

Topic: Conduits of Change—How is the next generation is reconceptualizing wealth?

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Redefining Wealth
New Wealth Paradigm
Next Gen
Personal Values
Wealth Goals
Self-sovereignty

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Redefining Wealth
Wealth Beyond the Dollar
Next Gen
Personal Values
Define Your Wealth
Living a Rich Life

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