Turn Great Advice to Governed Execution
The Elis Office brings the governance that helps business owners, nonprofit leaders, and their advisors move investment and tax plans into execution—
so action matches advice, is repeatable, and mitigates fiduciary risk.
The elis office
Bridging the Gap
We guard the space between great advice and what actually happens.By embedding governance into how advice is carried out, we build systems that ensure consistency, accountability, and compliance—so nothing falls through the cracks, and your filings reflect your original intent.We don’t replace your advisors—we serve as the guardian of their work, translating proposals into governed action that holds up under regulatory scrutiny.
Aligned Execution. Clear Outcomes.
Lead with focus
Stay focused on vision and execution—without the guilt of falling behind.
Steward with Purpose
Align your team with the mission and best practices—so you can lead with purpose.
Advise with Confidence
Tie your processes with client plans—so proposals become lasting outcomes.
How It Works
Make Governance the Backbone of Execution
Step 1: Governance Intake
We map out existing advisory roles, recurring strategies, and track where execution is breaking down.
Step 2: Oversight Design
We introduce governance mechanisms—from digital board meetings to documentation systems.
Step 3: Management
We track implementation, maintain records, and close the loop between advice given and results filed.
business owners & nonprofit leaders
Execution That Holds Up—Every Year
Investment Board CoordinationWe implement governance that ensures your investment program stays on course with your governance documents. That means each recommendation from your advisory team is tied to your objectives, executed clearly, and aligned with your fiduciary duties. We assist in selecting the right advisors for the right roles, & facilitating meetings, ensuring proper coverage and regulatory clarity.Tax Record Keeping & Filing
Your tax filings shouldn’t just reflect transactions—they should reflect your advisor-led strategy. We maintain governance over your tax records throughout the year, so filings support your plan. It’s repeatable, auditable, and built to reduce risk.
advisors
Make Advice Stick—And Comply
Investment Execution GovernanceWe bring oversight and continuity to your recommendations, embedding governance into the implementation process so your advice is executed in a way that matches your clients' objectives and holds up under fiduciary standards. We manage meeting rhythms, approvals, and documentation so your proposals don’t stall.Tax Compliance & FilingWe ensure your plans are cleanly reflected in your clients’ tax outcomes—from projections to filings—without requiring you to step into the role of tax preparer or unlicensed advisor. By maintaining year-round documentation & overseeing year-end filing, we reduce the disconnect between planning and reporting—giving you a stronger foundation for confident advice, and audit resilience.
Turn Great Advice to Governed Execution
The Elis Office brings the governance that helps business owners, nonprofit leaders, and their advisors move investment and tax plans into execution—
so action matches advice, is repeatable, and mitigates fiduciary risk.
Make Advice Stick—And Comply
Engagement Overview
Initial Onboarding
Strategic Assessment: We map your advisors, strategies, and execution gaps from day one.Second item
Oversight Design: We create a governance framework that makes follow-through consistent and compliant.
Ongoing Management
Quarterly Coordination: We run board or committee level meetings that turn plans into accountable action.
Year-Round Reporting: We monitor plan execution, documentation, and projections.
Year-End Reporting: We ensure filings reflect your plan—clean, accurate, and audit-ready.
We price engagements based on complexity and size of advisory footprint. Contact us to determine fit and scope.
Case Examples
Bringing Clarity to a Business Transition
A business owner managing multiple advisors faced fragmented planning around succession. They had launched an employee equity program and hoped to transition the business to their children—but the advisors weren’t aligned, and there was no clear plan in place.We coordinated the advisory team to ensure the succession strategy—blending employee ownership and a family transfer—was executed cohesively. As planning progressed, we managed tax projections and aligned future filings with the evolving strategy, giving the owner confidence there’d be no surprises.With clarity restored and execution on track, the owner regained focus—expanding into new markets and business verticals with confidence.
Safeguarding a Nonprofit’s Mission
A growing nonprofit and its advisor had developed a conventional long-term investment plan. But when we reviewed their finances, we found their cash flow forecasts couldn’t support the level of risk they were planning to take.We introduced governance around budgeting, spending policy, and a tailored investment policy—realigning the strategy with financial reality. This structure preserved liquidity through two years of market downturn and ensured the nonprofit could meet short-term obligations while pursuing its mission.Today, the organization is financially viable and positioned for long-term growth—with an investment program governed by what’s possible, not just what’s ideal.
Scaling an Advisors Growth
We helped a mid-sized RIA evolve beyond a single-manager model that had served their original client base well. As the firm expanded into a broader client mix, their investment process needed restructuring.We coordinated governance to support a flexible, multi-manager platform aligned with diverse client needs. With this shift, we also introduced tax plan documentation process—managing projections, aligning records, and ensuring filings told the right story. These improvements reduced risk and helped expand the firm's value proposition.Within 18 months, the firm doubled its assets and pursued a diversified clientele base—with systems that made growth scalable, compliant, and efficient.
Frequently Asked
Questions
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About Us
Created by someone who’s seen what happens when strong plans lack follow-through.The Elis Office was founded by Stephen Adekeye, a fiduciary governance consultant and tax specialist.After years of working with business owners, nonprofits, and their advisors, he saw a recurring truth: even the best investment and tax strategies can break down without coordination, documentation, and compliance oversight. Clarity doesn’t create impact—unless it’s carried through to execution.Today, The Elis Office ensures that the advice clients receive is implemented consistently, shows up properly in their records and filings, and holds up under scrutiny. We work between clients and their advisors to make execution repeatable, compliant, and aligned with long-term intent.
You Don’t Have to Navigate It Alone
Let us help you keep your advisors aligned, your execution consistent, and your decisions moving forward—governed, compliant, and confidently on track.
Build Structure Behind
Great Advice
We help advisory firms strengthen what holds their client work together—clarity, continuity, and collaboration.
The elis office
Coordinating Your Collaborations
We work behind the scenes so that the professionals who guide clients can operate with structure, alignment, and peace of mind.Whether you lead a growing advisory practice or a specialized consultancy, we help you build your own advisory board—a coordinated circle of trusted professionals who meet, collaborate, and follow through alongside you.
What the process looks like
begin with insight
Every engagement starts with a focused 30–60-day review of your firm’s internal governance, collaboration habits, and readiness for continuity.
This assessment helps you see where your structure is strong—and where better coordination could multiply your impact.
Continue with purpose
Following the assessment, we guide firms in creating or refining their own internal advisory board—a structure that supports continuity, accountability, and excellence in decision-making.
why it matters
Advisors often do their best work in collaboration—but few have the structure to make that collaboration consistent and lasting.
When your own advisory board functions well, your clients benefit from clarity and continuity.
When it doesn’t, even great advice risks getting lost in translation
The Elis Office helps you create a foundation that supports your practice today—and the team who will carry it forward tomorrow.
Let’s Strengthen the Structure Behind Your Success
If you’re an advisor seeking greater continuity, collaboration, or capacity, let’s connect.
Learn how The Elis Office supports advisory firms through structured assessments and facilitated advisory boards.
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