Goals-based planning
Dec 19, 2024
Westlake Village CALIFORNIA
Meet our team in Westlake Village
In Westlake Village, we bring you a team of specialists dedicated to understanding you, your family and the financial life you aspire to.
Jake Furlow
Executive Director, Market Team Lead
Rick Barragan
Managing Director, Market Manager
Olivier de Givenchy
CEO West Region
David Regan
Managing Director, Region Head of Investments & Advice
Let’s build your new tomorrow here in Southern California
We’re here to help you realize your vision, bringing partnership, creativity and care to every opportunity.
Connect with our team
Our team in North Los Angeles does more than manage wealth—we help you unlock new possibilities and help you achieve all you envision. With deep roots in the local community, our specialists can open doors to opportunities and craft strategies that reflect your ambitions and the welcoming spirit of Westlake Village. We’re dedicated to providing personalized service and a private banking experience completely shaped around you.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world. -
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision. -
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence. -
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.**Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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04
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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04
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Local Interest
FEATURED INTERVIEW
Get to know Jake Furlow, Market Team Lead, Pacific Central Coast
Let’s build something lasting—connect with our Private Bank team in Westlake Village today.