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Private Banking

Banking as Unique
as You Are

Ledyard Private Banking offers personalized financial solutions for professionals and families—with a dedicated banker to simplify your finances, coordinate your strategy, and support your success.

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What Exactly Is Private Banking?

It’s more than premium service—it’s a true financial partnership.

As a Private Banking client, you’ll work with a dedicated Private Banker who serves as your single point of contact. They’ll take the time to understand your full financial picture, coordinate the right team of experts, and tailor solutions to your specific needs.

From banking and lending to investment strategy, trust services, and estate planning, we bring it all together—so you can make confident decisions, with less complexity and more peace of mind.

Q_A_icon.svg Click here to learn how Ledyard Bank can help you simplify your personal and professional financial life.

What is Private Banking?

  • Our Private Banking experience focuses on personalized attention and exceptional service. 
  • As a Ledyard Private Banking client, you are assigned a dedicated Private Banker to work with you to review and manage your full financial picture. 
  • Our Private Bankers are highly skilled professionals with a broad expertise in banking and lending. They are adept at assessing individual financial situations and offering out-of-the-box thinking for your unique situation. 
  • We build a personalized team to help you look at your future aspirations and guide you with our unique scenario planning, investment management and trust & estate planning.

Who are Ledyard’s typical Private Banking clients?

  • Executives, professionals in the medical, dental and higher education fields, attorneys, accountants, retirees, and business owners make up most of our clients. 
  • We also focus on our client’s next generation to make sure you have peace of mind that your estate will be passed on through a team of professionals that know your loved ones.

How does Private Banking save you time and add value?

  • By acting as a single point of contact for a client’s diverse financial requirements, we eliminate their need to consult multiple professionals, thereby saving them considerable time and effort. 
  • Our tailored advice and ability to handle complex transactions frees our clients from the burden of navigating many financial complexities and the associated time-consuming tasks.

What other services does Ledyard offer?

  • We specialize in goals-based investment management. With our thorough scenario planning roadmap, we take the time to understand your needs, wants and wishes for living your best life in retirement. 
  • While completing this process, we can review your existing investment account holdings and provide thoughts and solutions on how we can help provide you confidence for the future. We are a fiduciary and can serve as a corporate trustee.

Why should you become a Ledyard Private Banking client?

  • Your dedicated Private Banker will always put your best interest first, providing the one-on-one personalized approach required to ensure that your unique situation is fully understood and addressed. 
  • We complement that approach with sophisticated technology that will help you visualize all aspects of your financial future. Our goal is to elevate your financial well-being and make your life better!
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Comprehensive Support for Professionals and Families

Whether you're growing a business, managing new wealth, or planning for the next generation, our Private Banking team brings strategic guidance and personalized service to every stage.

We help high-earning professionals and families with:

  • Coordinated personal and business banking
  • Custom lending and credit strategies
  • Investment management and scenario planning
  • Trust and estate planning
  • Transition and succession planning

As your needs evolve, your Private Banker evolves with you—staying one step ahead so you can focus on what matters most.

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“Success takes a village and I’m glad Ledyard Bank is a part of mine.”

“At Schiltz DDS we firmly believe that success in oral health care takes a supportive community to manage all aspects of business and patient care.

We’re immensely grateful that Ledyard Bank is a vital part of our journey to bring cutting-edge advanced dental care to the Upper Valley.”

DR. CHRISTINA SCHILTZ

DDS, FACP

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Personal Financial Statement

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Ledyard Private Banking is a division of Ledyard National Bank

Let's Connect

 
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If you'd like to learn more about our Private Banking, book a complimentary call with Kathy LeClair, Senior Vice President, today.

Book a Call View Kathy's Bio

How can we help you plan for what's next?

Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.

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