Jennifer has worked at leading private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity.
Now, through INVISIBLE WEALTH® CONSULTING, she partners with individuals, families, and firms to usher in the next generation of wealth. Jennifer helps current and future wealth holders navigate the rich complexities of wealth and self.
"You're wealthy when you have an abundance of what you value.
The question then becomes: what do you value and why?" — Jennifer Wines
it's time to
Define Your Wealth
Jennifer Wines has worked at leading private wealth management institutions including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School and a Certified Private Wealth Advisor® designation from Chicago Booth.
In 2022, Jennifer stepped away from the wealth management advisor seat to research the axioms of wealth through a future-forward lens. This exploration resulted in the #1 bestseller Invisible Wealth, which offers a timely yet timeless redefinition of wealth.
Now, through Invisible Wealth® Consulting, Jennifer partners with the individuals, families, and firms choosing to extend the wealth conversation beyond the dollar. Through values-first frameworks (including the 5 Principles of Invisible Wealth®, the Personal Wealth Algorithm™, and the Identity Helix™), she helps current and future wealth holders navigate the rich complexities of wealth and self.
Jennifer is also a frequent speaker on Invisible Wealth and its reflective frameworks.
She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, YPO, Family Office Alliance, Family Office Exchange, Microsoft, and the Greenwich Economic Forum in Davos. Her insights appear in leading publications, and she regularly shares her perspective through her Substack newsletter, reaching thousands of subscribers.
She is U.S. based, with international reach.
Rich Content
Substack: Self-Governance, Family Governance—and the Relationship Between the Two
The Invisible Wealth Next-Gen Immersion 🚀 Launching October 28!
Substack: The Definition of Wealth is Changing—Do You Agree? I'd Love to Hear From You!
Substack: The Cost of Foregoing Important Conversations
Jennifer Wines at the FTWeekend Festival in Washington, D.C.
Jennifer Wines to Speak at Opal's Family Office Summit in the Hamptons
Substack: What Artificial Intelligence Mirrors Back to Us About Family Conversations
Multi-generational Families Intimately Know the Importance of Family Conversations
Substack: How Generational Wealth is Built Through Family Harmony, Not Just Family Money
Substack: The Subtext of the Great Wealth Transfer
