MPI

DISTRIBUTIONS

Welcome to the MPI Family Office Distributions page. Here, you will find information regarding the distribution of assets, income, and other financial resources within our family office. We aim to provide transparency and clarity on how distributions are managed to support the financial well-being of our family members.

OVERVIEW OF DISTRIBUTIONS

At MPI Family Office, we prioritize prudent financial management and equitable distribution of resources. Our distribution policy is designed to align with our family values and long-term investment strategy, ensuring that each family member benefits from our collective success.

DISTRIBUTION TYPES

1. INCOME DISTRIBUTIONS

Regular distributions of income generated from investments, including dividends, interest, and rental income. These distributions are typically made on a quarterly basis.

2. CAPITAL DISTRIBUTIONS

Distributions of principal from investments, which may occur during specific events such as liquidation or rebalancing of the portfolio.

3. SPECIAL DISTRIBUTIONS

Occasionally, the family office may issue special distributions for specific purposes, such as funding education, healthcare, or family initiatives. These distributions are assessed on a case-by-case basis.

DISTRIBUTION SCHEDULE

Quarterly Income Distributions
Income distributions are processed on the 15th of January, April, July, and October each year.

Capital Distributions
These are communicated to family members as needed, based on investment performance and strategic decisions.

Special Distributions
Family members can submit requests for special distributions to the Advisory Board for consideration.

HOW TO ACCESS DISTRIBUTION INFORMATION

Family members can access their individual distribution statements and detailed information through the secure member portal. This includes:

  • Distribution history
  • Upcoming distribution schedules
  • Tax implications and reporting