Calling it a primary for the company enterprise, CAA has launched a household advisory observe.
CAA World Household Workplace Advisory will likely be overseen by Julie Zorn, who has 20 years of expertise within the sector. The unit will cater to ultra-high-net-worth people, households, and household workplaces, offering strategic counsel and “providing “international connectivity,” within the phrases of the official announcement.
The group will advise household workplace purchasers on construction and design, household governance, operational effectivity, and board, management, philanthropic and human capital advisory, CAA stated.
Over the previous 20 years, Zorn has developed relationships with legacy households, wealth creators, and rising leaders. Most just lately, she headed up the household workplace observe at StevenDouglas, and previous to that was founder and managing principal of Pinnacle World Household Workplace Consulting LLC. Zorn started her profession in international personal banking, serving as an advisor and personal wealth guide to high-net-worth people, households, and household workplaces worldwide.
CAA President Jim Burtson stated the brand new group is “designed to help the distinctive complexities of generational wealth, providing tailor-made steerage throughout construction and technique, serving to redefine how households steward wealth, legacy, and affect.”
Zorn is “a extensively regarded international thought-leader within the Household Workplace area, with a status for discretion, integrity, and strategic foresight,” added Paul Danforth, CAA Managing Director and President of CAA Sports activities. “Her background in personal wealth advisory and international personal banking has given her super perception into the subtle wants and distinctive challenges that include managing multi-generational wealth.”
CAA is a “an exquisite and distinctive place the place tradition, capital and connection come collectively in highly effective methods,” Zorn stated.
