CAA Launches Family Office Advisory Practice Led By Industry Vet Julie Zorn

Calling it a first for the agency business, CAA has launched a family advisory practice. CAA Global Family Office Advisory will be overseen by Julie Zorn, who has 20 years of experience in the sector. The unit will cater to ultra-high-net-worth individuals, families, and family offices, providing strategic counsel and “offering “global connectivity,” in the words of the official announcement.

The group will advise family office clients on structure and design, family governance, operational efficiency, and board, leadership, philanthropic and human capital advisory, CAA said. Related Stories Ridley Scott Signs With CAA Along With His Scott Free Film/TV Production Banner CAA TV Agent Brandon Finkelstein Joins Drew Comins' Creative Engine Entertainment Over the past two decades, Zorn has developed relationships with legacy families, wealth creators, and emerging leaders. Most recently, she headed up the family office practice at StevenDouglas, and prior to that was founder and managing principal of Pinnacle Global Family Office Consulting LLC.



Zorn began her career in global private banking, serving as an advisor and private wealth consultant to high-net-worth individuals, families, and family offices worldwide. Watch on Deadline CAA President Jim Burtson said the new group is “designed to support the unique complexities of generational wealth, offering tailored guidance across structure and strategy, helping redefine how families steward wealth, legacy, and impact.” Zorn is “a widely regarded global thought-leader in the Family Office space, with a reputation for discretion, integrity, and strategic foresight,” added Paul Danforth, CAA Managing Director and President of CAA Sports.

“Her background in private wealth advisory and global private banking has given her tremendous insight into the sophisticated needs and unique challenges that come with managing multi-generational wealth.” CAA is a “a wonderful and unique place where culture, capital and connection come together in powerful ways,” Zorn said..