Innovative Investment Solutions since 2009
The Heirloom Story
Built for a Canadian Family Office in 2009, Heirloom now works with a select group of clients to deliver investment excellence through its institutional-quality investment solutions.
2009
Geoff Dover builds Family Office for Canadian Field-Marsham family
2010
Cross-asset thematic investment strategy deployed
2015
Heirloom spun-out to offer strategy to other family offices
2016
Launched OCIO and Heirloom Fund solutions
2017
Awarded “Hedge Fund Manager of the Year”
2018
Launched Ethical Investing Solution
Awarded “Hedge Fund Manager of the Year”
2019
Launching of Co-Investment solutions