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GLOBAL LOCATIONS

NEWPORT BEACH, CALIFORNIA

Newport

Cash Services Available | ATM in lobby*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

660 Newport Center Drive

Suite 1100

Newport, California 92660

Call: +1- 949-717-5500
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*Account transaction fees may apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.

Leadership

Our Experts

Burton J. Gonzell

Burton J. Gonzell

Senior Banking Advisor

Curt Biddulph

Curt Biddulph

Senior Wealth Stategist

Dan Schoessow

Dan Schoessow

Regional Portfolio Advisor

Dawn Austin

Dawn Austin

Senior Fiduciary Officer

Products & Services

OPTIMIZE YOUR WEALTH PLAN

Work with our advisors to build a custom plan that will help you achieve what matters most to you.

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Wealth Planning Advisory Services

Comprehensive advisory services to help achieve your vision for success at each stage of life.

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Trust and Estate Services

Modern fiduciary expertise to preserve and protect your wealth and legacy.

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Investing

Investment strategies to help you confidently achieve your needs, goals and aspirations.

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Banking Services

Deposit and lending solutions integrated with your broader financial plan.

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Business Owner Services

Specialized expertise to help ensure business owners succeed across their entire journey.

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Global Family & Private Investment Offices

Enterprise-wide support for family offices, foundations, private trust companies and private investment companies.

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Foundations and Endowment Services

Investment and advisory services for foundations, endowments and other nonprofit institutions.

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Your Trusted Partner in Newport

We proudly serve many of Newport's most successful families, companies and nonprofits, having earned their trust through outstanding service and advice.

40+ Specialty Areas

Your dedicated team across banking, trust & estates, wealth planning and investing is also backed by a deepbench of experts across 40+ specialty areas.

Best Private Bank

Every day we pursue excellence with intent to be our clients' most trusted advisor. Our longstanding commitment to service is exemplified through consistent recognition by the Financial Times Group as the Best Private Bank in multiple categories.

130+ Years

We have advised generations of wealthy families, for generations. There is no wealth management challenge we have not seen and solved for time and time again.

Insights

Stay informed

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Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
A happy family playing togetherEstate PlanningA Stress Test For Your Estate PlanAre there surprises lurking in your plan?Read Article
Workers in a meeting in a conference room.SuccessionKeeping the Family Business in the FamilyFive strategies to preserve your family business for future generations.Read Article
More Insights

Contact Us

Achieve What Matters Most

Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.