Winner: 2018 FWR "Outstanding Contribution to Wealth Management Thought Leadership"
Dear Friends & Colleagues
We can’t believe it’s been 20 years! The last year has been busier than ever, and we continue to push the boundaries of how to use professional theatrical productions to catalyze meaningful discussions in live events and virtual meetings.
Last fall, Shaking the Tree (STT) premiered our latest play, The Right Offer, to an audience of over 300 family business owners and executives at one of the country’s top business leadership conferences. The STT production team used technology in new ways, presented a more diverse cast, and tackled themes of disruption, innovation, and Millennials. (Photo: STT Managing Director, Maryann Fernandez, with the cast after performance)
STT has also formed an Advisory Board to ensure that we A) address topics of interest to families of wealth, B) receive guidance from top experts, and C) our format is practical and flexible for industry executives to use. We welcome Dennis Jaffe, author, consultant, and associate of Wise Counsel Research, and Carolyn Greenspon, Partner & Senior Consultant at Relative Solutions, to our team!
Early this year, our Executive Board - Stephen McCarthy, Don Kozusko, Maryann Fernandez, Paul McKibbin, and David Kersnar - decided to put greater focus on making our content accessible online so that more family enterprises, consultants, facilitators, and university professors can use our Living Case Studies. With live events on hold and a dramatic re-imagining of how we work and convene, creative content suitable for a variety of meetings - including virtual meetings – is needed more than ever. We will be launching a new platform in the coming months. Stay tuned!
In the meantime, if we can be helpful in enhancing your virtual and small group meetings, please reach out through our contact page. Let’s brainstorm some ideas.