# McShane Partners

McShane Partners is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** mcshanepartners.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

## Related profiles

- [MCS Family Wealth Advisors](https://altss.com/profile/mcs-family-wealth-advisors)
- [M Cubed Capital Partners](https://altss.com/profile/m-cubed-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mcshane-partners

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