Financial Review
Get a quick evaluation on whether you are on track to meet your financial goals.
Providing smart financial guidance every step of the way.
Get a quick evaluation on whether you are on track to meet your financial goals.
We’ll work with you on a detailed plan that incorporates your current assets, liabilities, inheritance transfer plans, and lifestyle goals.
We can also develop a sophisticated strategy to help sustain your wealth and create a plan for your legacy through gifting and transfer.
We can help you establish the credit and banking resources you need to manage your financial life and seize opportunities as they arise.
Our team of dedicated advisors can recommend strategies and solutions that align with the unique financial needs and tax situationsfootnote1 of clients living abroad in the U.S.
Managing assets in more than one country can add complexity to your overall financial picture— we are well versed in recommending financial and investing strategies for clients from abroad.
Choose your state of legal residence. We can then give you information about the products and services available in your area.
Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.