Texas Regional Bank’s International Private Banking Division (IPB) is built to serve the distinct needs of bi-national individuals, entrepreneurs, and business owners operating between the U.S. and Mexico. IPB offers a personalized, full-service approach that few banks can—or will—match.

Founded with a vision of bridging two economies through trust and expertise, and with the support of TRB’s Divisions and subsidiaries, IPB provides access to a full suite of integrated financial services all delivered by an experienced, bilingual team.

Meeting the Needs of a Growing Market

Texas Regional Bank’s IPB team delivers cross-border financial solutions for high-net-worth individuals, business owners, and professional executives to address the complex financial needs that arise from navigating financial systems in two countries. Whether based in Mexico with U.S. business interests or managing wealth in both countries, IPB clients trust TRB for expertise, discretion, and results.

“Our clients can’t settle for one-size-fits-all banking products,” said Eduardo Caso, TRB’s Executive Vice President/International Private Banking. “They need comprehensive strategies built around their specific needs—solutions that recognize the complexity of operating across borders and deliver the trust, insight, and care they deserve.”

The TRB IPB Advantage

At TRB, no two clients are alike—and no two solutions should be either. Every IPB client receives concierge-level service from a dedicated relationship manager backed by a team of specialists. All bankers are bilingual, bicultural, and deeply familiar with both U.S. and Mexican financial systems.

Their expertise spans extensive knowledge of regulatory compliance, from U.S. BSA/AML standards to Mexican fiscal controls, ensuring clients receive exceptional service and peace of mind.

The division’s ability to consider Mexican income and collateral when evaluating credit is a capability rare among U.S.-based institutions.    

Comprehensive Solutions Beyond Traditional Banking

With access to TRB’s Divisions and Subsidiaries, IPB clients can benefit from a full suite of financial services, including:

• Personal and Business Banking: U.S. deposit and savings accounts, accessible even without a U.S. address or Social Security Number.
• Commercial Lending and Real Estate Financing: Flexible credit options, including cash flows generated in Mexico.
• Foreign Exchange (FX) Services: Competitive FX strategies to optimize cross-border cash flow and currency risk management for over 50 currencies, including the Mexican Peso.
• Wealth Management and Trust Services: Integrated planning to help grow, protect, and transfer assets.
• Investment Management Accounts: Access to diversified investment portfolios tailored to individual goals.

Visionary Leadership: Eduardo Caso and the Foundation of IPB

The International Private Banking Division was founded under the leadership of Eduardo Caso. With over three decades of private banking experience at premier institutions including Wells Fargo and Lone Star National Bank, Caso envisioned a client-centered division built on trust, expertise, and bespoke service. Today, his team of specialized bankers embody that vision, delivering cross-border financial solutions with unmatched depth and cultural understanding.

“At Texas Regional Bank, we built our International Private Banking Division on a simple but powerful principle: deliver seamless, personalized financial solutions that reflect the unique needs of our bi-national clients. Our goal is to be not just a bank, but a trusted partner across generations and geographies,” said Caso.

Looking Ahead: A Trusted Cross-Border Partner

As financial needs continue to become more global and more complex, Texas Regional Bank remains committed to delivering personalized, secure, and comprehensive banking solutions for multinational clients.

If your culture and commerce crosses borders, so should your bank.

At Texas Regional Bank, our International Private Banking Division is designed to be a trusted partner positioned to deliver personal and commercial financial services that transcend your geography.

To learn more about how TRB’s IPB Division can support your cross-border financial goals, visit our webpage here.

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