Episode 47: David Burleigh on Aligning Capital, Interests, and Mission in the Family Business

On Episode 47 of the Family Business Audiocast, R. Adam Smith welcomes David W. Burleigh, esteemed family ownership expert, fiduciary, and author of Take Ownership of What You Own: Build Your Confidence to Navigate the World of Trusts and Family Enterprise. An attorney by training, David has spent his career helping families structure ownership—not just what they own, but how—through trusts, LLCs, corporations, and partnerships managing private businesses, real estate, investment portfolios, and legacy property. David brings a rare mix of technical acumen and deep understanding of family dynamics. David dives into the mechanics of ownership design—how legal structures influence control, succession, and unity within families. David’s insights illuminate how thoughtful ownership frameworks build confidence, clarity, and continuity across generations.