Shaking the Tree Interactive Productions

Big news! ?? As we celebrate 25 years of storytelling and innovation, we’re unveiling something special—our brand-new website! ? ?? Dive into stunning production photos (including exclusive behind-the-scenes moments). ?? Explore our Film Catalog—a collection of vibrant and thought-provoking family narratives. ?? Learn about our powerful partnership with Lookingglass Theatre Company. ?? Discover how the McCarthy Educational Access Grant is offering free access to our Living Case Studies for non-commercial educational programs. This milestone is about more than just looking back—it’s about what’s next. We can’t wait to keep creating, collaborating, and shaking things up with you! Check it out now: https://shakingthetree.org ???? #ShakingTheTree #InteractiveStorytelling #wealthmanagement #familyenterprise #familydynamics #RisingGen

We are thrilled to announce the first recipient of The McCarthy Educational Access Grant: the University of Delaware's Minor in Trust Management!?Students will use a Shaking the Tree Living Case Study for their capstone project.?Huge thanks to Stephen McCarthy and the McCarthy Family Fund.?We're excited to collaborate with program leader Jennifer Zelvin McCloskey! Information on the University of Delaware Minor in Trust Management can be found here: https://lnkd.in/dR9NRGby If you know of university programs or other non-commercial educational programs who need vibrant case study material, please encourage them to reach out for more information. #TrustManagement #wealthmanagement #wealthplanning #Education #Collaboration

Shaking the Tree is thrilled to announce the McCarthy Educational Access Grant from the Stephen & Kathleen McCarthy Family Fund which will provide the use of our Living Case Study (film) library to university and other non-commercial educational programs for free in 2025. The grant will cover the rental fees for the video and extended access for two instructors. "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. For more information and to request and application, please use the contact form on our website: https://lnkd.in/eSny-bKM #wealthmanagement #familydynamics #familybusiness #RisingGen #nextgeneration #succession

Shaking the Tree formalizes its partnership with prestigious Lookingglass Theatre Company! For 25 years, Lookingglass Theatre Company has been the secret weapon behind Shaking the Tree's success, providing the creative spark and production muscle to bring our stories to life. Now, with the electrifying re-opening of Lookingglass' theater in the historic Water Tower Water Works in 2025, the time has come to solidify this incredible partnership. We're thrilled to announce Shaking the Tree as a Lookingglass Community Creative Partner!?This is just the beginning of an even stronger bond, filled with exciting collaborations and mutual support. We announced our partnership on June 20th in Chicago at a Summer Solstice Party co-hosted by Lookingglass Theatre Company, Shaking the Tree, and The Bayless Family Foundation.?(Photo below) Photo: (l to r) Kasey Foster, Artistic Director, Lookingglass Theatre Company (LTC); Maryann Fernandez, Co-Founder, Shaking the Tree; Phil Smith, Founding Ensemble Member, LTC; Aurélia Fisher Cohen, Director of Development, LTC; Deann Bayless, restaurateur and Board Member, LTC; James Beard Award Winning Chef Rick Bayless ; David Schwimmer, Founding Ensemble Member, LTC Thanks to the Board: Donald Kozusko Stephen J. McCarthy Dennis Passis Isabel Miranda, co-founders Maryann Fernandez, CAP? Paul McKibbin David Kersnar

Our co-founders, Maryann Fernandez, CAP? and Paul McKibbin, were recently interviewed by Peter Moustakerski, Family Office Exchange, for FOXCast. What a great way to revisit how Shaking the Tree began, why utilize professional theater, and the power of #storytelling to catalyze meaningful conversations. #familyoffice #familydynamics #familybusiness #industrialtheater #wealthmanagement #specialevents #RisingGeneneration #philanthropy Special Thanks to our Executive Board and Advisory Board for all their support: Donald Kozusko, Stephen J. McCarthy, Dennis Passis, Isabel Miranda, Tim Volk, Dennis Jaffe, Carolyn Greenspon, David Kersnar https://lnkd.in/di_Q2myU