Why is one of the world’s most influential talent agencies expanding from managing fame to managing wealth?

Creative Artists Agency (CAA) is entering the Family Office space with a new advisory division focused on ultra-high-net-worth clients. This is more than a service expansion-It reflects a shift in how CAA supports individuals at the center of culture and capital.

With the launch of its Global Family Office Advisory division, led by veteran adviser Julie Zorn, CAA is becoming a partner in long-term planning, legacy building, and wealth strategy.

A Generational Wealth Transfer Creates a Timely Opening

Cerulli reports that $124 trillion will pass from one generation to the next by 2048. Much of that wealth belongs to individuals who built fortunes through entrepreneurship and entertainment.

These clients are not just seeking investment results. They are focused on structure, values, and impact. CAA already plays a key role in their public lives. Now, it is helping them build systems to preserve wealth across generations.

An Experienced Leader Behind the Strategy

Julie Zorn brings over two decades of experience advising families on establishing and managing Family Offices. Her background includes senior roles at Citi and BMO Harris, where she designed governance frameworks, recruited leadership, and built long-range plans.

Her work helps clients create systems aligned with their goals to support long-term wealth. This includes governance, operations, team development, and leadership planning.

A Strategic Path Toward a Multi-Family Office Model

Most celebrity clients are not looking to build a Family Office from scratch. It is costly and complex. Yet, they want privacy, control, and tailored advice. A shared platform offers those benefits without the burden.

CAA is positioned to deliver this. With a trusted network and strong client insight, the firm could build a multi-family office model that is both efficient and personal.

A Natural Evolution of CAA’s Role

If successful, CAA will move beyond representation to become a long-term partner in how clients approach legacy and continuity.

This expansion raises the bar for advisors who have struggled to serve public wealth creators. CAA understands the balance between visibility and privacy, and the mindset of clients navigating influence and affluence.

A Broader Shift in How Wealth Is Managed

This reflects a broader change in how modern wealth holders want to be supported. Today’s clients seek partners who understand their goals and offer integrated solutions.

CAA is entering a space that has long lacked clarity. If it succeeds, it may reshape how the next generation of wealth creators approaches legacy.

CAA is making a long-term investment in its clients’ futures. No longer just guiding careers, the firm now helps build structures that last. For those managing wealth and visibility, that may be the most valuable role of all.