September 6, 2022

Advisor Spotlight: Jeffrey Stowell

Experts Matter

We have recently gathered together a knowledgeable and amazingly talented group of subject matter experts from information security and technology leadership to family governance and education. 

We are fortunate to call these individuals close advisors. In addition to our Founders' expertise, our advisors' collective knowledge and perspective are woven into everything we do, directly benefiting our clients.

Introducing Jeffrey Stowell

Jeffrey Stowell

Today, we are pleased to introduce Jeff Stowell, Managing Director of Royal Street Ventures.

Jeff’s combined background as an attorney, entrepreneur, and investor, paired with his experience running a multi-generation family office, uniquely qualifies him to provide the been-there-done-that advice critical for success.

His first-hand knowledge of navigating the intricacies of wealth at all levels, from a liquidation event for a young entrepreneur to managing the needs of a multi-generational family enterprise, applies directly to our goal of alleviating succession of information problems experienced by families of wealth. 

How does planning get communicated, translated, and passed on to those who need it most when they need it most? That's the potential of leafplanner. It's the elusive last mile.

Jeff’s personal experience has enabled him to quickly recognize the many issues caused by a lack of adequate planning and the lack of the ability to communicate the details of said planning.

He states, "As someone who has had to deal with the emerging complexities of my own planning, someone who has counseled entrepreneurs who have experienced overwhelmingly positive but very complicated and life-changing events, and as someone who has run a complex multi-generation family office, I can't put enough emphasis on the need for excellent planning. But beyond that, and often overlooked, is the 'last mile' - how does planning get communicated, translated, and passed on to those who need it most when they need it most? That's the potential of leafplanner. It's the elusive last mile."

We look forward to continually garnering more of Jeff’s been-there-done-that expertise as we refine and add product features and continue to grow as a company.

More About Jeff

Jeff manages the venture portfolios for Royal Street Ventures based in Park City, UT, and Kansas City and is the co-founder of the University Venture Fund. He is a formally trained attorney, and has founded, scaled, and sold his own consultancy. Jeff has also led several companies as CEO and has been an active Angel investor. 

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