| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | 1/6/2014 |
| First Private Bank & Trust | Parent | 6/17/2009 | 5/27/2011 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | 1/6/2014 |
| First Private Bank & Trust | Parent | 6/17/2009 | 5/27/2011 |