The flexibility of the video format allows us to bring the Shaking the Tree experience to groups as small as 25 or 50, or as large as 200. We can thus provide our customized facilitation for family groups, professional associations, and conference breakouts or plenary sessions, wherever there is a gathering interested in using our dramatic themes and facilitation to serve their particular learning goals.
We also have presented some of our works as part of a client relationship building events hosted by advisory firms. We can address a wide spectrum of subject areas including family systems learning, wealth management education, trust law design and management, family business governance, professional ethics, impact investing, and philanthropic mission design and implementation.
A trusted advisor struggles to fulfill his commitment to steer the descendants of a legendary and colorful entrepreneur according to the ‘plan’ established by the founder of the family business. The family must learn to collaborate in order to renew their business and philanthropic legacy, but ghosts from the past erupt from an unexpected direction. The play emphasizes themes of leadership legacy and renewal and especially membership – an exploration of the work and thinking of seminal author Jay Hughes. (Developed under a grant from the law firm of Kozusko Harris Duncan and its clients).
A recently liquid, mature family wrestles with expectations of inheritance and generational equity as it explores the beginnings of building a legacy through modest gifting and a family foundation.
What is a “fair” amount of funding for professional adult children? How do various family members communicate values and develop future plans in this muddled context?
On the first anniversary of the patriarch’s death, a grieving family remembers him with a new ship launching, while simultaneously dealing with a potentially disruptive liquidity event. This story focuses on the role of legacy, generational succession and wealth transfer in a family business.
A well educated third generation grandson attempts to become more active in a long lived family foundation, causing a clash between old and new ideas on governance and grant making. The story explores the challenges of appropriately incorporating younger family members into the decision making process in a family foundation.