RECENT EVENTS
Explore the latest events where McShane Partners has been shaping positive change in the community.
20th Annual Wells Fargo Championship
Sandy Carlson attended the popular golf tournament at Quail Hollow Country Club along with fellow clients during the first week of May.
Charlotte Squawks
Daniele, Becky and Lorri hosted clients and friends of the firm for an evening of laughs on June 20th.
The Nutcracker Ball
McShane Partners once again was a lead sponsor for The Nutcracker Ball with all profits supporting Baby Bundles which provides necessary care items for mothers in need as they leave the hospital.
Bubbles, Bagels, and Bonds Event
McShane Partners hosted our first official in-person event last month.
An evening with Deepak Chopra
McShane Partners sponsored The Learning Society’s program of “An Evening with Deepak Chopra” on March 22nd. The Learning Society at Queens University provides students, faculty and staff as well as the Charlotte community with the opportunity to interact with experts on important contemporary issues and topics.
McShane Partners July Happy Hour
McShane Partners hosted a happy hour meet and greet with the Erin Patterson Law firm at our office on Park Drive in July 2023.
Experience the Family Office Difference
Our in-house Investment Team works with our Wealth Advisors to implement an investment management strategy that incorporates each client’s risk tolerance and is optimized to help our clients achieve their financial goals.