| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 7/1/2007 | 8/10/2015 |
| Davidson Trust Company | Subsidary | 2/1/2008 | 5/14/2012 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 7/1/2007 | 8/10/2015 |
| Davidson Trust Company | Subsidary | 2/1/2008 | 5/14/2012 |