Morgan Tarr brings more than 20 years of experience working in wealth management with some of the world’s wealthiest families. At Delegate, Morgan serves as the Director of Philanthropy, Values-Aligned Investing and Family Governance. In this role, she works with clients to craft bespoke wealth plans that go beyond the balance sheet, from succession planning and guidance to investment implementation and organization. Morgan truly loves helping people build a life design and her proclivity for project management, attention to detail, and talent for delivering creative solutions have helped Delegate clients manage each complex detail of their financial lives. Prior to joining Delegate, Morgan