| Relationships | Role | Relationship Start | Relationship End |
| Nb Holdings Corporation | Parent | 7/2/2007 | 5/29/2008 |
| U.S. Trust Corporation | Parent | 6/30/2007 | 7/1/2007 |
| U.S. Trust Corporation | Parent | 1/1/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bank Of America, National Association | Buyer | 322,913,000 | Pooling of Interests | Discontinued | 5/30/2008 |