Transforming conversations about wealth

“Shaking the Tree is a stunning performance. Through drama it exposes most of the current issues, themes and tensions in philanthropy today. What a wonderful springboard for initiating thoughtful discussions about giving, investing, family dynamics, accountability, and theories of change!”

- Mark McDonough, philanthropist

Launched in 2000, Shaking the Tree is a not-for-profit organization with a unique theatre-based approach to transforming conversations about wealth.

Shaking the Tree’s Living Case Study uses professionally produced plays as a centerpiece of workshops to help affluent families and their advisors clarify their relationships with wealth and with each other.

Our Creative Team, Executive Board, and guest collaborators are well-regarded professionals from different aspects of wealth management and philanthropy bringing authentic detail through decades of experience in working with affluent families.

Our Clients include financial services firms, industry associations and family offices.