Case study: CWP Management

Overview

CWP Management, Inc., is a busy family office based in Chicago, Illinois.  They look after the financial affairs of 10 households and 31 family members across 3 generations, but an ageing IT infrastructure was weighing down on its president’s time and budget. When disaster struck and their data center was compromised, CWP used the opportunity to migrate to a secure, hosted cloud desktop. CWP’s case study shows how migrating IT to the cloud was an incredibly effective solution for this family office as they were able to save money while getting the service, support and built-in levels of security and disaster recovery they needed.

Advisor Thinking