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

CAA has introduced its new Family Advisory Practice, led by Julie Zorn, offering tailored guidance to ultra-high-net-worth families. With over two decades of expertise from her previous roles at Steven Douglas and Pinnacle Global Family Office Consulting, Zorn provides strategic insights across wealth structuring, governance, and operational efficiency. The practice focuses on guiding clients through complex family wealth management issues such as legacy stewardship, philanthropy, and human capital management, emphasizing integrity and discretion in their strategies.