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McShane Partners
McShane Partners is a wealth management and investment advisory firm founded in 1985 in Charlotte, North Carolina. The company offers wealth advisory,...
Overview
McShane Partners is a wealth management and investment advisory firm founded in 1985 in Charlotte, North Carolina. The company offers wealth advisory, investment management, and financial planning services to high-net-worth individuals and families. McShane Partners also provides specialized services such as family office advisory and divorce financial planning.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Frequently asked questions
How does McShane Partners source investment opportunities for clients?
The firm sources traditional public-market exposure through direct indexing and separately managed accounts. For private investments, McShane evaluates third-party fund managers and provides access to clients, rather than originating direct deals. This reflects a gatekeeper model common among regional wealth managers.
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