| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | 5/10/2013 |
| Charter Private Bank | Parent | 3/30/2009 | 5/27/2011 |
| Refsrealty 2011, Llc | Subsidary | 1/14/2011 | 5/27/2011 |
| Relationships | Role | Relationship Start | Relationship End |
| Boston Private Bank & Trust Company | Parent | 5/28/2011 | 5/10/2013 |
| Charter Private Bank | Parent | 3/30/2009 | 5/27/2011 |
| Refsrealty 2011, Llc | Subsidary | 1/14/2011 | 5/27/2011 |