Shaking the Tree

Drama, Dialogue, Decisions.

Facilitating Discussion about Family Wealth and Purpose through Theater

Shaking The Tree is a not-for-profit organization with a unique theatre-based approach to enriching intergenerational conversations about wealth and purpose. Since 2000, our live productions have inspired meaningful insights into the challenges facing affluent families and their advisors. 

Our Living Case Studies are multi-layered stories that explore complex topics such as family business succession, family governance and decision-making, philanthropy and the dynamics of inherited wealth. We bring intimate family stories to life–and life to stories.

The creative team for our live theatrical productions includes Paul McKibbin, David Kersnar, Maryann Fernandez, Don Kozusko and Stephen McCarthy.

New Facilitated Workshops

We are proud to announce the addition of two new versions of the Living Case Study—a keynote presentation and half-day workshops based on filmed versions of our plays.  We’re expanding our reach with these more portable and affordable formats. These film-based presentations feature customized facilitation to draw out the themes that fit your learning goals. In small groups, participants compare reactions to the emotional stories, exploring family relationships and decision-making at a rare level of depth and intimacy.

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