| Relationships | Role | Relationship Start | Relationship End |
| Charter Private Bank | Parent | 10/24/2007 | 11/17/2008 |
| Boston Private Financial Holdings, Inc. | Parent | 7/1/2007 | 10/23/2007 |
| Charter Financial Corporation | Parent | 6/30/2007 | 6/30/2007 |
| Charter Financial Corporation | Parent | 8/16/2002 | 6/29/2007 |