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.