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Talking about wealth, and how to use it effectively, is a challenging process that raises personal and family issues involving identity, status, legacy, communication and interpersonal dynamics. It is difficult to develop objectivity, see different perspectives and consider potential solutions.
Shaking the Tree has developed The Living Case Study (LCS) as a pathway to create a certain degree of detachment, so that distance offers perspective. Through the combined use of theater and expert facilitation, LCS generates meaningful, open discussion on the real impact of the choices made and actions taken by individuals and families of substantial resources. |
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| "The Living Case Study gives families a unique opportunity to introduce objectivity to their own family situation."
- Kathryn McCarthy, Independent Advisor |
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| "Excellent play. Fun. Informative. Witty. A non-threatening way for family members and advisors to think about the emotional issues in wealthy families." – Joanie Bronfman, Ph.D., Wealth Consultant |
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Our Living Case Studies are in every way seamless, professional theater productions. Here are four main reasons why the Shaking the Tree process delivers a high-end experience:
- Our Creative Team 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 Managing Artistic Director, David Kersnar is a seasoned theater professional who is a co-founder and ensemble member of the prestigious Lookingglass Theatre Company in Chicago. Through his network, we are able to tap into the region’s top acting, writing and directing talent.
- We individually cast each play, through a casting call process, with professional actors thoroughly prepared and fully rehearsed to provide a faithful portrayal of their character.
- At the end of each play, the audience is allowed to question the actors in character and they will reply in character providing a realistic opportunity to more fully explore thoughts, motivations and interpersonal dynamics.
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"It was great. I found it to be very insightful. What impressed me the most was that the actors …sounded real!"
– Dr. Harold Ehrlich, Private Family Advisor, Ehrlich Associates LLC |
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To further enhance the content of STT’s library, we have created stories which focus primarily on personal and family giving, highlighting the challenges to effective grant making and the opportunities for creating positive social impact. We have seen first hand how these vignettes and ensuing dialogues help alleviate stumbling blocks and truly inspire individuals and families to be more creative in utilizing their multiple resources for the greater good. |
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"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 |
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| "Shaking the Tree's production affords the opportunity to learn about one's own family by observing and discussing another family. A family's experience with its foundation, compressed into a short play and the participatory conversation afterwards, becomes a discussion of why family members act and react the way they do and allows the audience to evaluate objectively. Yet at the end of the evening, every person watching learns something of his or her own family and of himself or herself. The sensitivity of the players, their ability to leave the stage and remain their characters for group discussion, and the high quality of the script enhance the experience immeasurably. " – Charles A. Lowenhaupt, Lowenhaupt & Chasnoff |
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