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

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

Relationship
with Self &
Others

Read More
Principles in action

Personal
Wealth
Algorithm

Define Your Wealth.
Define Your Life.

Launch
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 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.

THE LATEST

Rich Content

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

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?

Jennifer Wines, Speaker, Greenwich Economic Forum

In Davos, Switzerland during the World Economic Forum

Jennifer Wines to Join the World Family Office Forum, for a Fireside Chat (in Montreux, Switzerland)

Wealth Beyond Money: Defining Values and Purpose in Multi-Generational Families

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