We are a consultancy rooted in clarity, continuity, and confidence—partnering with individuals, families, and business owners to navigate life’s most important transitions. Our work spans estate planning, business succession, and contract strategy, with each solution tailored to protect assets, preserve relationships, and reflect your values.
We believe that legal planning is more than compliance—it’s a tool for building trust, fostering harmony, and empowering future generations. Our approach blends technical precision with cultural insight, ensuring every framework is both sound and sensitive to the people it serves.
Whether you’re preparing for the next chapter or safeguarding a legacy, we’re here to guide you with care, strategy, and unwavering commitment.
We believe that thoughtful planning is an act of care—one that protects not only assets, but relationships, values, and vision. Legal frameworks should do more than meet technical standards; they should foster trust, adapt to change, and support harmony across generations.
Our work is grounded on three core principles:
We simplify complexity, ensuring every client understands their options and feels empowered to act.
We design structures that endure, supporting smooth transitions and long-term stewardship
We guide clients with precision and empathy, helping them make informed decisions that reflect their goals and relationships
We approach every engagement with strategic foresight and cultural sensitivity, recognizing that no two families or businesses are alike. Whether shaping an estate plan, succession roadmap, or contract strategy, we aim to build frameworks that honor your story and your vision.
Founder & Principal Strategist
Jake leads Legacy Strategies Consulting with a clear mission: to help individuals, families, and business owners plan with clarity, continuity, and confidence. His expertise spans estate planning, business succession, and contract strategy—fields where precision matters, but people matter more.
Before founding the consultancy, Jake spent nearly two decades practicing law— first as an associate, then as a partner at a mid-sized firm in Ortigas, Pasig. Over the years, he worked with a range of clients, including family-run businesses, corporate teams, and households navigating generational transitions. These experiences shaped his belief that legal planning should support not just compliance, but clarity, harmony, and long-term stewardship.
Jake’s work reflects a commitment to making complex ideas understandable and actionable. He takes time to listen, ask thoughtful questions, and design solutions that align with each client’s values and relationships. His approach is strategic, empathetic, and grounded in real-world experience.
Beyond planning, Jake is hands-on in shaping the consultancy’s messaging and educational materials—ensuring every touchpoint reflects trust, adaptability, and warmth. His work is grounded on foresight, cultural understanding, and a belief that good planning is a quiet but powerful act of care.
Why I Started This Firm
I started this firm after years of practicing law—first in litigation, where I witnessed the pain that unresolved estates, unclear succession plans, and broken agreements can cause. I saw families torn apart, businesses stalled, and relationships strained, all because planning was delayed or overlooked.
Those experiences shaped my conviction: preventive lawyering offers far greater value to clients than palliative lawyering ever could. Planning ahead – with clarity, care, and foresight – not only protects assets, but preserves relationships, honors value, and prevents conflict. This consultancy was born from that belief. I wanted to create a space where planning feels personal, not transactional—where clients feel heard, supported, and equipped to make decisions that reflect what truly matters to them.
We take time to understand each client’s story, simplify complexity, and design frameworks that support both legal soundness and relational clarity. Whether we’re shaping an estate plan, a succession roadmap, or a contract strategy, our goal is the same: to help you plan with confidence, and to preserve what matters most.
Let’s start the conversation. I’d be honored to help you plan with care and foresight.
Meet our estate planning, succession, tax, and governance experts in the Philippines—delivering legally sound, values driven strategies that protect legacies and empower families, entrepreneurs, and business owners for generations.
Co Strategist & Legal Advisor
Jeremy serves as our Co Strategist & Legal Advisor, working alongside Jake to design and implement estate planning and business succession strategies that are both legally sound and deeply aligned with client values. With expertise in Philippine succession law, corporate governance, and contract structuring, Jeremy ensures every plan complies with statutory requirements while safeguarding client interests. By combining strategic foresight with legal precision, he helps families, entrepreneurs, and business owners navigate complex transitions with confidence. His work strengthens our ability to deliver comprehensive estate planning, succession strategies, and governance frameworks in the Philippines.
Finance & Tax Consultant
Fortune integrates wealth structuring, tax efficiency, and compliance into every estate and succession plan we deliver. With a strong background in Philippine tax law and financial planning, he ensures that our clients’ legacies are preserved and transferred in the most efficient way possible. Fortune specializes in tax efficient estate planning, Philippine succession tax strategies, and wealth preservation consulting—helping clients minimize liabilities while maximizing long term value for future generations.
Customer Relations & Operations Manager
Cristine is the heartbeat of our client experience, serving as Customer Relations & Operations Manager. She oversees seamless client communication, document coordination, and service delivery—ensuring every client feels supported from first consultation to final implementation. With a focus on responsiveness, accuracy, and care, Cristine upholds our commitment to professional estate planning services with dedicated client support. Her operational oversight empowers our strategists and advisors to focus on delivering exceptional legal, financial, and governance solutions that meet the highest standards in the Philippines.
To be a leading consultancy in estate planning, business succession, and contract strategy—where legal precision, relational foresight, and cultural understanding converge to shape legacies that endure.
We envision a future where individuals, families, and enterprises are empowered by clear strategies, resilient structures, and values-driven planning that fosters harmony, continuity, and confident decision-making across generations.
We build lasting relationships through honesty, confidentiality, and principled action – grounded with deep respect for each client’s values, vision, culture, and life story – knowing we are accountable not only to our clients, but most of all to God.
We guide decisions with discernment, drawing on legal expertise, cultural understanding, and insight into family dynamics – ensuring every action aligns with our clients’ vision, strengthens relationships, and reflects sound judgment.
We are guided by the principle of stewardship – entrusted to safeguard what is not ours to keep, but ours to care for. We protect legacies with diligence and integrity, honor traditions, enable smooth transitions, and serve with humility, knowing our responsibility endures beyond today, across generations, and before God to whom we are ultimately accountable.
