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You should only need to see the summary sheet for the ultimate results. Last Updated Funds/Lawyers: July 22 2021
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Changing elements on this Inputs sheet changes the outcomes on the summary sheet - feel free to make a copy of this doc and play around
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All the other sheets are simply backup - and have some detail on the funds I considered and the details of each lawyer I talked to, etc.
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Unconfirmed Placeholder values are in Cyan
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InputsCodeSymbolExchange Rate
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Summary CurrencyUS DollarUSD$1.152
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Number of Family Members (incl primary)4
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Years to Citizenship7
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LawyerPedro Marques Monteiro
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Fiscal RepLawyer Provided
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Home Country Tax Rate on Income 50.00%
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Home Country Tax Rate on Gains30.00%
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Home Country Tax CPA Costs (addl/yr)€1,000
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Documents Per Person5
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Real Estate Inputs
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Property Cost€500,000
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Rent It Out?No
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Property Ownership Terrm (Years)7
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Property Annual Appreciation Rate3.00%
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Fund InputsBison BankBIG Bank
Banco Atlantico
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Fund Investment€350,000
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Chosen FundFounders Fund
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Chosen BankBison Bank
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Bank Custody Fee (per year) incl. VAT0.12%0.10%0.10%0.10%
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ARI Statement Fee€93€93€70€250
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Annual Account Fee€0€0€0€120
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Bank Fund Setup incl. VAT0.62%0.50%0.15%0.00%
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Bank Exit Fee incl. VAT0.00%0.00%0.15%0.00%
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Travel InputsBusinessEconomy
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Travel ClassBusiness
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Roundtrip Airfare€4,000€4,000€700
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Hotel Cost Per Day€250€250€100
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Other Expenses Per Day Per Person€100€100€50
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Days per Trip15
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Number of Trips4
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