Kristi Truong

Kristi Truong manages a boutique private office management firm in Palm Beach, serving ultra-high-net-worth individuals. She partners closely with financial, tax, and legal advisors to ensure effective and cohesive management and preservation of her client’s wealth, safeguarding their legacy for future generations.

With over 20 years of experience in the financial services and management industry, Kristi has cultivated a deep understanding of the complexities and challenges inherent in managing clients with significant wealth. She has led a team of dedicated professionals in delivering unparalleled service and strategic guidance to her esteemed clientele.

Kristi earned a BA in Finance at Florida International University and pursued her graduate studies, obtaining a Master of Science in Finance, also at FIU. Her commitment to higher education, combined with her extensive network of financial professionals, will bring valuable support to future students in the MSF program.