| Relationships | Role | Relationship Start | Relationship End |
| U.S. Trust Corporation | Parent | 6/10/1998 | 6/21/1998 |
| Ctmc Holding Company | Parent | 11/16/1993 | 6/9/1998 |
| Ctc Consulting, Llc | Parent | 7/7/1993 | 11/15/1993 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| U.S. Trust Company, National Association | Buyer | 3,880,574 | Pooling of Interests | Discontinued | 6/22/1998 |