Jennifer has worked at some of the top Private Wealth Management institutions, including Goldman Sachs, JPMorgan, and Fidelity.


Now, through INVISIBLE WEALTH Consulting, she's supporting the next generation in navigating the rich complexities of wealth, because the new wealth paradigm extends far beyond money.

"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. The question then becomes: what do you value and why?" — Jennifer Wines

PRINCIPLE I

MONEY &
INVESTMENT

Read More
PRINCIPLE II

HEALTH&
Quality of life

Read More
PRINCIPLE III

Knowledge
Status&
Influence

Read More
PRINCIPLE IV

TimE
Energy&
Experiences

Read More
PRINCIPLE V

Relationships
with Self &
Others

Read More
Principles in action

Personal
Wealth
Algorithm

Define Your Wealth—so that it fits snuggly with your values and goals.

Join Waitlist
it's time to

Define Your Wealth

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

#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 some of the 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 left 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.  

Through Invisible Wealth Consulting, Jennifer is supporting the next generation in navigating the rich complexities of 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 Festival, JPMorgan Private Bank, Bernstein Private Wealth, YPO, and Microsoft. She's also been featured in, and written for, publications such as The New York Times, Forbes, INC., and Kiplinger Wealth.

She is US based, with international reach.

THE LATEST

Rich Content

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.

Prestel & Partner Family Office Forum 2022 | Panel discussion: Impact, Venture Philanthropy, and New Models to Invest in Change

The New York 2022 Edition of our Family Office Forum, where 100+ Family Offices and UHNWIs will gather in a confidential setting where you can meet your peers, share your experience, and learn from each other.

SERVICES

Schedule a 1x1

Author

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

Speaker

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

Subscribe & Follow