Talent agencies have spent years exploring other businesses that are adjacent to the core business of agenting, and now CAA is adding another new offering to its portfolio: An advisory business tailored specifically to ultra-high-net-worth individuals and family offices.
CAA says that it is launching a new division, called CAA Global Family Office Advisory, which will “advise family office clients on structure and design, family governance, operational efficiency, and board, leadership, philanthropic and human capital advisory.”
The new division will be led by Julie Zorn, who was most recently head of the family office practice at StevenDouglas, and before that was managing director of Pinnacle Global Family Office Consulting LLC.
Consulting has become a rich new area for talent agencies, which are very much in the high-touch service sector. CAA and UTA both have executive search businesses, placing high-level executives in new roles, and UTA also owns MediaLink, the media-focused consulting firm. CAA also owns a handful of sports-focused consulting businesses.
Advising family offices is consistent with that larger strategy, with many talent clients also likely to fall into the high-net-worth category.
Agencies have also expanded into investing (CAA is a partner in CAA Evolution), data, and other ancillary businesses like unscripted content, where WME owns Pantheon Media Group.
“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 Jim Burtson, president of CAA. “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.”
“Julie is a widely regarded global thought-leader in the Family Office space, with a reputation for discretion, integrity, and strategic foresight,” added Paul Danforth, CAA managing director and president of CAA Sports. “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.”
“We are genuinely proud to be part of such an outstanding firm. CAA is a wonderful and unique place where culture, capital and connection come together in powerful ways,” added Zorn. “This partnership allows us to continue serving as trusted advisors to families and family offices in a more meaningful capacity. Being part of this dynamic ecosystem will allow us to shape what’s possible for families now and for generations to come.”