Winner: 2018 FWR "Outstanding Contribution to Wealth Management Thought Leadership"
Shaking The Tree Interactive Productions is a nonprofit organization with a unique theater-based approach to enriching inter-generational 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 family stories.
(Photo above: "The Reluctant Cinderella" - one of Shaking the Tree's first plays)
“A must-see for anyone working with wealthy families. This is a powerful presentation.”
“I was uncertain about this at first, but it turned out to be a great session.”
“Excellent interaction that developed good discussion and group work.”
“An all too familiar scenario....great learning tool."
“Fabulous! Very realistic.”
"Very helpful. Good way to illustrate tough issues."