Amir Mossanen
Managing Director
Senior Wealth Advisor
Truist Bank
Managing Director
Senior Wealth Advisor
Truist Bank
9777 Wilshire Blvd
Suite 700,
Beverly Hills, CA 90212-1824
About me
Background
With over $11 billion in M&A experience (as of March 2025), Amir Mossanen leads the Transcendent Wealth Team at Truist, specializing in guiding middle-market business founders through complex transitions—typically businesses valued between $50M to $300M, though his experience extends beyond this range.
Amir and his team take a deliberately selective approach, working with around 40 clients. Their philosophy is rooted in depth over breadth—prioritizing long-term partnerships rather than transactional engagements. They view wealth as a catalyst for fulfillment, not simply a financial metric, and remain trusted advisors long after the business sale, helping founders and their families lead rich, meaningful lives beyond their entrepreneurial journey.
Grounded in the 3Cs—Care, Communication, and Competence, Amir’s approach helps ensure each client feels supported through every stage of their transition:
- Care: Amir and his team prioritize clients’ well-being, fulfillment, and next chapter over wealth as a mere asset. Their role extends far beyond the transaction, ensuring founders and their families have the guidance, strategy, and vision to lead their best lives post-sale.
- Communication: Tailored and transparent, their advisory approach ensures every founder feels heard, understood, and informed throughout the transition process.
- Competence: With two CFAs, an estate planning attorney and access to Truist’s broader experience, Amir’s team provides specialized insights that go beyond conventional financial advice—ensuring wealth is addressed for both financial well-being and personal fulfillment.
From structuring deals to lifelong advisory, Amir and his team partner with clients and their families, helping them shape the next chapter—whether it’s philanthropic endeavors, new ventures, legacy planning, or simply leading a full, intentional life beyond business ownership.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Masters of Chemical Engineering
Imperial College of Science and Technology
1993
1997
Masters of Business Administration
Imperial College School of Management
2000
2001
Personal Interests
Amir proudly sits on the advisory committee for the Truist Foundation. He has been a board member of UNICEF USA since 2020 and serves on the board of the MBA program at Imperial College Business School.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Business management and planning
Top-notch service delivery and support for the private banking needs of business-owners
