Jonathan Turner serves as a Trust Officer at Waverly Advisors following the acquisition of Pacific Portfolio Consulting, LLC, where he helps individuals and families design and administer trust arrangements that preserve wealth, reduce tax burdens, and promote long-term family harmony. He works closely with clients and their advisors to implement tailored fiduciary strategies, ranging from revocable and irrevocable trusts to charitable giving vehicles and business succession planning.
Jonathan’s background in law and advanced taxation enables him to navigate complex estate planning issues with clarity and precision. He oversees all aspects of fiduciary administration, including discretionary distributions, compliance with governing documents, and collaboration with investment professionals to align trust assets with client goals.