Originally designed to meet the specific needs of a family office, Heirloom’s values centre around ensuring the greatest alignment, security, transparency and investment excellence to meet our client’s needs.
Heirloom and Geoff are smart investors that understand the particular needs of family offices. Their creativity, proactivity and nimbleness, combined with their sincere care for our needs has benefited my family greatly. I have full trust in their honesty and integrity and look forward to continuing over decade-long relationship. I would highly recommend Heirloom and Geoff to other families in need of investment solutions.- Charles Field-Marsham Kestrel Capital Management
Heirloom is one of the best capital allocators that I know. Their innovative strategy, disciplined process, and proactive approach to investing, paired with their attention to detail in diligencing, implementing and monitoring investing is unparalleled. I would highly recommend Geoff and Heirloom to any families or small institutions needing a good steward for their investment portfolio.- Marc Foran Rally Assets