| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 7/1/2007 | 1/30/2014 |
| Charter Financial Corporation | Parent | 6/30/2007 | 6/30/2007 |
| Charter Financial Corporation | Parent | 12/12/2003 | 6/29/2007 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Financial Holdings, Inc. | Parent | 7/1/2007 | 1/30/2014 |
| Charter Financial Corporation | Parent | 6/30/2007 | 6/30/2007 |
| Charter Financial Corporation | Parent | 12/12/2003 | 6/29/2007 |