The Stephen & Kathleen McCarthy Family Fund has made a generous donation to enable educational programs in non-commercial organizations to access Shaking the Tree Interactive Production’s award-winning films for free through December  2025. 

"In the current environment, many educational programs serving wealthy families and their advisors struggle to access high-quality material and information that accurately portray the challenges such entities face in dealing with critical issues in the arenas of family dynamics, succession/transition, next generation education, among others. In many instances, these limited efforts often operate with small, inadequate budgets, thus hindering their ability to provide students with the most relevant and impactful learning experiences.

As former chair/current board member and long-time supporter, my family and I believe that Shaking the Tree’s unique ‘Living Case Study’ approach offers a compelling solution to this often-vexing problem. These well-crafted films are renowned for their depth and authenticity, capturing the intricate dynamics and emotional complexities within wealthy families.

To address this critical need, my wife, Kathleen, and I have made a grant to make the library of Living Case Studies available for free to educational programs in non-commercial organizations through the end of 2025.” – Stephen J. McCarthy

Which organizations qualify to apply? Universities/colleges, independent educational  and training programs, educational programs in non-commercial organizations. If you feel your organization would benefit from the use of our Living Case Studies but are unsure if your organization fits in this category, please inquire.

Please allow ample time for application and review process as well as the planning required for your program. We suggest a minimum of three months in advance. 

More information + application