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Foundations & Holding Companies

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Note (disclaimer): This is a general test applied for foundations / holding companies. These companies do not have any business activity other than owning shares in other companies or properties, whose books are already audited. This fee is for standalone financial statements of such foundations / holding companies and does not include the fee for the audit of consolidated financial statements. These are generally models based in minimalistic offices that by themselves do not have assets beyond computers and office furniture. They have no bank loans (not even unsecured ones), no receivables, no suppliers and have inexistent staff benefits. Their investments are large (typically USD 1 to USD 5 million for each entity / family unit). For any complexity in the business model this calculator will not work. This fee also considers all the conditions for the 50% discount (click here for details). We retain the right to increase the fee and to refuse the audit depending on any number of conditions.