Julie Zorn

Throughout her 20-year career, Zorn has built strong and trusted relationships with legacy families, wealth creators, and next-generation leaders to design sustainable structures, optimize efficiencies, and build values-aligned family offices, foundations, and family enterprises. Most recently, Zorn was the Head of the family office practice at StevenDouglas and Founder and Managing Principal of Pinnacle Global Family Office Consulting LLC. Zorn began her career in global private banking, serving as a trusted advisor and private wealth consultant to high-net-worth individuals, families, and family offices around the world.