Facilitated Workshops with Films

We bring intimate family stories to life--and life to stories
THE BIG PAYDAY
THE BIG PAYDAY
THE DECISION
THE DECISION
THE OUTSIDER
THE OUTSIDER
STALEMATE
STALEMATE

Experiential, customized, cost effective

Aimed at groups under 50, our customized facilitation draws 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.

Coordinating the workshop program is our new Board member Jay Cherney, Ph.D., a psychologist specializing in family wealth.  Dr. Cherney worked with our Creative Team to develop the small-group format.  In facilitating the workshops, he applies a narrative framework in which participants understand that the stories we tell ourselves provide our lens on the world, guiding decisions and relationships.  We collaborate more effectively with others when we appreciate the unique stories through which they see and act in the world.

In addition to Dr. Cherney, we have other experienced professionals who can facilitate a workshop for a variety of audiences, including those interested in family systems learning, wealth management education, trust law and family business governance, and philanthropic planning.

Our Films

The Outsider

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).

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The Big Payday

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?

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The Decision

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.

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Stalemate

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.

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Download a Fact Sheet​ with full details on Shaking the Tree

Learn through experience: our Living Case Study pulls you inside a family wrestling with fateful decisions about wealth and purpose.

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