House · Services · Families · Endowment
Philanthropists · endowment

The corpus stays untouched — and the cause lives on in perpetuity.

An endowment, or endowment, is a fund whose corpus is preserved while its income works in perpetuity for a chosen cause: a chair, a museum, a programme. Only the income is spent, the principal stays untouched, and so the cause is funded not for years but for generations, including those who come after you. The House builds the fund itself, its spending policy and its governance so that the corpus holds across the turning of generations.

When this is your situation

What the House does

The House builds a endowment fund in which the principal is preserved and only the income goes to the chosen cause. So the chosen endeavour — a chair, a museum, a programme — is funded in perpetuity and outlives the donor. The House builds the fund itself, its spending policy and its governance so that the corpus stays untouched across generations. The founding documents are drafted and executed by licensed counsel the House instructs. Counsel answers for the document; the House answers for the result.

What you get: an established endowment fund with the cause fixed · a spending policy (what is corpus, what is income, how much goes to the cause) · governance and reporting set under the mandate of the House · a binding to the family structure

Begin with the Diagnostic

Why this way and not another

The corpus is preserved
only the income is spent; the principal stays untouched
The cause, in perpetuity
a chair, museum or programme is funded year on year without term
It outlives the donor
support for the cause does not cease once you are no longer here
A spending policy
the rule for what counts as corpus and how much to spend is fixed, not left to discretion
What stands in the way today

What worries you — and the House’s answer

Where this leads

The chosen cause gains a footing in perpetuity: the corpus holds untouched, and its income goes year after year to the chair, the museum or the programme. Support ceases to depend on one-off gifts and on your personal involvement. And once you are no longer here, the endeavour goes on being funded — out of the capital you kept untouched for precisely that.

Fee
by mandate
The scope depends on the jurisdiction and the form of the endowment. It begins with a Diagnostic, which is credited against the mandate fee.
Spend the income — and the corpus remains for the ages.
Put this matter to the House

The Diagnostic is credited against the mandate fee. A reply within one business day.

or — a private word with an adviser →
Begin with the Diagnostic