The Living Case Studies
Our Living Case Studies are intricate family narratives, rich in complexity and nuance. While key themes are highlighted in the film catalog below, each story offers a tapestry of interconnected subplots and character dynamics ripe for exploration.
Our team is dedicated to guiding you in selecting the most impactful case study for your specific program objectives.
Shaking the Tree Productions offers access to our Living Case Studies for facilitators, consultants and instructors to rent and use with their clients, students, or members. Pricing does not include facilitator fees.
Each Living Case Study includes:
- 7 Days of Access to Cover Preparation and Meeting Time
- Case notes including a playbill, character background, discussion guide, and more
Special Access Options:
- Maximize your class or meeting time with Advance Access: a nominal fee gives your participants the opportunity to watch the film in advance, allowing for richer discussions and a more streamlined session.
- Need more than 7-days to prepare and run your meeting? If your team requires more than seven days for preparation, we're happy to discuss your needs of expanded use of the film. Additional fee may apply.
The Right Offer
$2,250
Owners of a hotel company consider an outside investment in order to innovate their brand with a new line of hotels and stay competitive.
Main Themes:
- Innovation
- Disruption
- Passing the torch to a rising generation
The Big Pay Day
$2,000
A family meets to discuss plans for the proceeds of the sale of a business. The family discusses whose money it is, planning, decision making, and philanthropy.
Main Themes:
- Communication
- Assumptions
- Expectations
The Outsider
$2,500
A family meets to make key decisions about the future of their business and philanthropic foundation. Should they stay loyal to their established plan or go in a new direction?
This in-depth and nuanced Living Case Study includes several prequels and special article and video from James E. Hughes.
Main Themes:
- Business Succession
- Charitable Mission
- Families of Affinity
Stalemate
$1,500
Third generation family member prepares for his first board meeting, ready to share new ideas. How will the family include the rising generation in the family foundation?
Main Themes:
- Inter-Generational Conversations
- Managing Different Perspectives and Funding Approaches
- Incorporating the Rising Generation into the Family Foundation
The Decision
$1,700
The family is torn between renewing the family business and the attraction of a liquidity event.
Main Themes:
- Family Business Decision Making
- Finding Your Path in a Family Structure