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CAA Launches Global Family Office Advisory Led by Julie Zorn
CAA has announced the launch of CAA Global Family Office Advisory, a new service area led by industry veteran Julie Zorn.
“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,” said CAA president Jim Burtson. “The combination of CAA’s global resources and relationships, with Julie’s expertise and experience, will play a critical role in helping Family Offices navigate the future with clarity, confidence, and purpose.” CAA is a wonderful and unique place where culture, capital and connection come together in powerful ways,” said Zorn.
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