| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 6/30/2007 | 4/1/2009 |
| Boston Private Financial Holdings, Inc. | Parent | 2/28/2001 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| E.R. Taylor Investments, Inc. | Seller | Discontinued | 2/28/2001 |