The Heirloom Story

Built for a Canadian Family Office in 2009, Heirloom now offers its Alternative Investment expertise more broadly to help investors strengthen their portfolios.

2009

Geoff Dover builds Family Office for Canadian Field-Marsham family

2015

Heirloom spun-out to offer investment strategy to external investors

2016

Launched Alternative Investment Capability

2017

Awarded “Investor of the Year” by MENA CFO

2018

Awarded “Hedge Fund Manager of the Year” by MEA Markets

2019

Launched Co-Investment solutions Awarded “Hedge Fund Manager of the Year” by M&A Today.

2020

Launched Alternative Yield + Legal Lending Funds. Awarded “Best Boutique Investment Firm” by MEA Markets.

2021

Awarded “Hedge Fund Manager of the Year” by Global 100.