Creative Artists Advisory says the family office advisory business is a first of its kind because of the link with the agency field.

Entertainment and sports agency Creative Artists Agency has launched CAA Global Family Office Advisory, a new service area led by industry veteran Julie Zorn. 

The new organization will work on behalf of ultra-high net worth individuals, families, and family offices, blending strategic advisory with CAA’s reach and resources.

Zorn and her team will advise family office clients on structure and design, family governance, operational efficiency, and board, leadership, philanthropic and human capital advisory.

“CAA Global Family Office Advisory 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,” Jim Burtson, president of CAA, said.

Zorn has worked with families and wealth creators in a 20-year career. Most recently, she was the head of the family office practice at StevenDouglas, and prior to that, founder and managing principal of Pinnacle Global Family Office Consulting. Zorn began her career in global private banking.

“Julie is a widely-regarded global thought leader in the family office space, with a reputation for discretion, integrity, and strategic foresight,” Paul Danforth, CAA managing director and president of CAA Sports, said. “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.”

Founded in 1975, CAA is headquartered in Los Angeles, and has offices in New York, Nashville, Memphis, Chicago, Miami, London, Munich, Geneva, Stockholm, Shanghai, and Beijing, among other locations globally.