Portfolio Strategy
Cross-asset allocation calibrated to your horizon, tax position and downside tolerance.
CAPITAL,
MEASURED.
Independent strategy for founders, families and institutions. We turn volatility into a deliberate plan — not a headline.
Trusted by
$4.2B AUM
Since
2009
01 — What we do
SERVICES
Wealth Structuring
Entities, trusts and succession built to protect and pass on what you have built.
Exit Advisory
Disciplined liquidity planning for sale, IPO and secondary events — before the clock.
0
Clients advised
0
Years independent
0
Retention rate
02 — Insights
THINKING
The Liquidity Window
Why founders who plan their exit three years out capture meaningfully better outcomes than those who react.
Read the noteTrusts in Motion
How modern trust structures adapt to multi-jurisdictional families and digital assets.
Read the noteRisk as a Decision
Reframing portfolio risk around the decisions you actually need to make, not the market's mood.
Read the note
03 — The firm
A small partnership with institutional reach.
Arrow Asset was built for clients who need counsel, not a sales desk. Our partners have advised on more than $4 billion in transactions across four continents, and every engagement is led by a principal.
EV
Eleanor Vale
Managing Partner
MH
Marcus Hale
Head of Transactions
04 — Begin
LET'S TALK