Jennifer has worked at some of the top Private Wealth Management institutions in the world, including Goldman Sachs, JPMorgan, and Fidelity. Now, through her new work, INVISIBLE WEALTH, she is redefining wealth for the new paradigm.

Jennifer founded Invisible Wealth Consulting, which partners with individuals and institutions to usher in the next generation of wealth.

"Technological advancements and societal shifts are propelling us into a new paradigm, which is providing us with an incredibly unique opportunity to revisit what we value. And when we revisit value, we inherently revisit wealth, because we're wealthy when we have an abundance of what we value." - 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

Personal
Wealth
Algorithm

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#1 Amazon Best Selling Author

Born in Mexico, to an Irish mother and a Mexican father, Jennifer moved ten times by the age of twenty—all over North America. After law school, she embarked on a career in private wealth management that immersed her into the world of immense wealth.

Jennifer has worked at some of the top private wealth management institutions in the world, 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 in wealth management, and through thousands of client conversations, Jennifer noticed that mindsets were shifting—that people were becoming increasingly interested in thinking about wealth in a holistic way, in a multi-dimensional way. Inspired by this shift, Jennifer left the advisor seat to explore the true meaning of wealth. And it was through this inspiration and exploration that she wrote Invisible Wealth. This book offers a timely—yet timeless—look at redefining wealth.  

Her innovative concept and framework have been featured in leading publications and organizations, including The Financial Times, The New York Times, Forbes, INC., JPMorgan Private Bank, YPO, Tiger21, and Microsoft.

Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth.

“Vision is the art of seeing what is invisible to others.” – Jonathan Swift

THE LATEST

Rich Content

Bringing Visibility to Invisible Wealth, with Suffolk University Donors, in Boston

This presentation is sponsored by the Suffolk Frost Society. The Frost Society honors and thanks those who reach beyond their own lives to ensure the gift of educational opportunity to future generations of Suffolk students.

Jennifer Wines, Opening Remarks for Opal's Endowments & Foundations Forum, in Boston

This forum invites the fluid exchange of ideas, concerning portfolio planning and investment strategies.

The Power of Intangible Assets at 1 Club, in London

A 2021 McKinsey & Company discussion paper concluded that "Investing in intangibles correlates with productivity and sector growth."

1 Club x Invisible Wealth | Redefining Wealth Masterclass in London

Redefining Wealth with Jennifer Wines, Author of Invisible Wealth

YPO x Invisible Wealth | Pop-Up Event in Miami, FL

Last week, I had the pleasure of discussing Invisible Wealth with YPO, and wow— such an impressive group!

Redefining Wealth + Reconceptualizing Assets

On Monday, I discussed "Bringing Visibility to Invisible Wealth" with a group of Central American family offices and entrepreneurs. Here’s a little view into the content I shared …

There’s a shift going on, a shift in value and a shift in values.

One year ago I signed a contract with Wiley to publish Invisible Wealth, making my invisible idea a visible reality. Putting these 62,000+ words out and into the world was/is beyond words (for me). Ahead of publication, I had ideas as to which parts of the Invisible Wealth might resonate most with people...

Jennifer Wines Delivering Keynote Speech for Volcano Summit's Family Office Track

"Bringing Visibility to Invisible Wealth" Summary: In today's rapidly changing world, the concept of wealth is evolving significantly. In this keynote, we explore the profound impact of intangible assets on individuals, businesses and society. Through research and anecdotes, Jennifer sheds light on the (often) overlooked dimensions of wealth.

Invisible Wealth Keynote Presentation by Jennifer Wines, for Wellness in the Vines (in California Wine Country)

Wellness in the Vines is the first forum dedicated to physician and allied health professional wellness.

Jennifer Wines, Host for Women in Asset Management Summit in New York City

2023 Theme: Creating a Better Future in Times of Market Complexity and Transformation

Ahead of Labor Day Weekend, I'm thinking ...Why Do We Labor?

These days, we're finding ways to optimize the pursuit of both money and meaning, simultaneously. This is quite profound. We’re interested in creating value predicated on values.

Meet the Author: Invisible Wealth x Dune Deck in the Hamptons, NY

Please join us for an intimate meet-the-author and book talk event at Dune Deck (a Discovery Land property) with Invisible Wealth author Jennifer Wines.

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Author

Redefining Wealth
New Wealth Paradigm
Next Gen
Value and Values
Relationship Capital
Self-Actualization

Speaker

Redefining Wealth
New Wealth Paradigm
Next Gen
Value and Values
Relationship Capital
Self-Actualization

Consultant

Redefining Wealth 
Legacy
Personal Wealth Algorithm
Next Gen
Family  
Partnerships
Future of Wealth Management
Collaboration

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