| Relationships | Role | Relationship Start | Relationship End |
| Nb Holdings Corporation | Parent | 3/31/2008 | 4/1/2008 |
| Nb Holdings Corporation | Parent | 7/2/2007 | 3/30/2008 |
| U.S. Trust Corporation | Parent | 6/30/2007 | 7/1/2007 |
| U.S. Trust Corporation | Parent | 6/10/1998 | 6/29/2007 |
| Ctmc Holding Company | Parent | 7/7/1993 | 6/9/1998 |
| U.S. Trust Company Of The Pacific Northwest Interim National Bank | Subsidary | 7/7/1993 | 11/15/1993 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Ctc Mycfo, Llc | Buyer | Discontinued | 6/1/2012 |