CAA Debuts Global Family Office Advisory Service, Spearheaded by Julie Zorn

CAA has unveiled CAA Global Family Office Advisory, an innovative service division spearheaded by seasoned professional Julie Zorn. This pioneering offering within the agency sector aims to serve ultra-high-net-worth individuals, their families, and family offices by merging strategic guidance with CAA’s extensive network and assets. The aim is to offer unparalleled levels of strategic understanding, cross-cultural expertise, and worldwide connections for these clients. Under Zorn’s direction, along with her team, they will provide counsel on organizational setup and planning, familial management structures, operational effectiveness, as well as advice on boards, leadership roles, charitable endeavors, and talent development.

Designed to address the distinctive challenges of intergenerational riches, CAA Global Family Office Advisory provides customized advice spanning both structure and strategy. This service aids families in reshaping their approach towards managing wealth, heritage, and influence, as stated by CAA President Jim Burtson. The integration of CAA’s worldwide assets and connections along with Julie’s knowledge and background will be essential for assisting family offices in steering through the future with lucidity, assurance, and intent.

Over her two-decade-long profession, Zorn has cultivated robust and reliable connections with established families, wealth generators, and upcoming leadership figures to craft enduring frameworks, enhance operational efficiency, and establish value-driven family offices, charitable organizations, and family businesses. She most recently held the position of leading the family office division at StevenDouglas, before which she founded and led Pinnacle Global Family Office Consulting LLC as its primary figurehead. Her professional journey commenced in international private banking where she functioned as a dependable counselor and specialist in personal financial matters for affluent clients, their kin, and various family offices across the globe.

Julie is recognized as a prominent international authority in the realm of Family Offices, known for her discretion, honesty, and forward-thinking approach," noted CAA Managing Director and President of CAA Sports Paul Danforth. "With her experience in private wealth advising and global private banking, she possesses deep understanding of the complex requirements and distinct obstacles associated with overseeing multigenerational finances.

I am truly delighted to be associated with such an exceptional organization. At CAA, we have a remarkable environment where culture, resources, and networks converge powerfully," stated Zorn. "This collaboration enables us to further serve families and their office entities as reliable counselors in a deeper manner. As part of this vibrant community, we can influence what lies ahead for families today and for future generations.

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