| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | |
| Borel Private Bank & Trust Company | Parent | 4/8/2009 | 5/27/2011 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | |
| Borel Private Bank & Trust Company | Parent | 4/8/2009 | 5/27/2011 |