| Relationships | Role | Relationship Start | Relationship End |
| U.S. Trust Corporation | Parent | 12/21/1990 | 6/29/1991 |
| U.S. Trust Of Delaware, Inc. | Parent | 11/18/1987 | 12/20/1990 |
| Summit Management Company, Inc. | Subsidary | 2/10/1988 | 6/29/1991 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| U.S. Trust Company, National Association | Buyer | 3,880,574 | Discontinued | 6/30/1991 |