Overview

• Creative Artists Agency (CAA) has officially launched CAA Global Family Office Advisory, marking its entry into family office consulting.
• The division is designed to cater to ultra-high-net-worth individuals and family offices, focusing on governance, operational efficiency, and legacy planning.
• Julie Zorn, a seasoned expert with over 20 years of experience in private banking and family office consulting, has been appointed to lead the initiative.
• CAA President Jim Burtson emphasized the division’s goal of addressing the complexities of generational wealth and redefining legacy stewardship.
• This move reflects a broader trend of talent agencies diversifying into high-touch consulting services for affluent clients.