For family offices
One family, four views.
A family office answers the same question in several cuts: the total wealth, the part belonging to one generation, the mandate of a single manager, the depot without the illiquid positions. Cinnamon puts each of these views together as its own consolidation — from the same bookings.
The basis
- consolidation across banks
- several currencies
What decides it
Four things that make the difference
The view is put together
Mandates, depots and positions come in or drop out until the selection is right. Each view calculates return and risk in its own right, each has its reference currency.
Consolidation →What is not held at a bank
Holdings in companies, real estate and other assets that no custodian keeps are booked like everything else and appear in the same consolidation.
Transactions →Access per mandate
Entitlements apply at mandate level; a change log records who created, changed or deleted which object.
Capabilities →One report per reader
The same consolidation becomes the quarterly for the family, the statement for the trustee and the spreadsheet for the tax adviser — web, PDF and Excel from one source, in the reader’s language.
Adaptability →
Operation
Usually handed over in full
Houses of this size normally hand over processing and operation entirely. Cinnamon Services AG books, reconciles daily with the custodians and prepares the closings.
Next step
Four views, put together once
We put the views together on an invented family structure — total wealth, one generation, a mandate, the depot without the illiquid part — and discuss what yours would look like.
Free slots in the calendar, no Microsoft account needed.
Opens your mail client with the enquiry prepared.
Or call us:+41 44 454 84 84
Your contact
Thomas Tscherrig
Cinnamon · bmpi AG