Katherine McCarthy
Trust Administrator
DDI: (+64 9) 915 2406
Email: katherine.mccarthy@fortunemanning.co.nz
Legal Secretary
Kim O’Connor
DDI: (+64 9) 915 2430
Email: kim.oconnor@fortunemanning.co.
“Katherine joined Fortune Manning in May 1997 and was appointed Trust Administrator in June 2005.“
Expertise
Formation of:
- Family Trusts
- Trading Trusts
- Charitable Trusts
- Charitable Companies
- Review and modification of existing trusts
- Maintaining trusts including administration and gifting programmes
- Wills
- Life interest wills
- Enduring powers of attorney
- Related property transactions
Katherine joined Fortune Manning in May 1997 and was appointed as Trust Administrator in June 2005.
Katherine works as part of the Private Client team assisting with the establishment, review and restructure
of family and charitable trusts and the preparation of wills, letters of wishes, enduring powers of attorney and the transfer of assets to trusts.
In her spare time Katherine enjoys cruising the countryside with her partner in his Hot Rod.