This incorporates a range of services targeted at customers with advisory and wealth management requirements in the field of philanthropy and charity work.

A range of instruments can be offered by Ersel to meet needs that transcend wealth management in the strictest sense, which may fall under the categories of philanthropy and assistance, such as, for example:

  • testamentary registrations,
  • modal donations,
  • creation of foundations,
  • trust establishment,
  • advisory services in the identification of supporting directors,
  • revaluable insurance policies (segregated fund),
  • unit-linked.