走进全球机会现场，重新理解财富与传承！GLORY美国考察团圆满收官

2026年8月9日— 20日，GLORY「Pathway to Glory: Legacy Meets Opportunity」美国考察团圆满收官。

12天，跨越美国东西海岸，并延伸至百慕大。从MIT的AI前沿研究，到Google Bay View的科技创新现场；从百慕大的全球风险管理体系，到纽约大都会艺术博物馆所代表的文化与传承；从硅谷的技术、资本与产业，到太阳谷所呈现的另一种生活方式。

这一路，GLORY希望带参与者看到的，并不只是一个个目的地，而是站在全球不同的“现场”，理解正在发生的变化。

活动结束后，多位参与者反馈，这次考察最大的价值，是“走进去看”之后，对原本熟悉的科技、财富管理、资产配置和家庭传承，有了更具体、更立体的理解。

而这些感受，最终都回到一个与每个家庭息息相关的问题：当世界不断变化，我们应该如何为未来做好准备？

看见财富从哪里来，也看见它如何被守护

考察第一程从波士顿出发。这里汇聚着全球顶尖高校、科研机构与创新力量，也是理解美国科技创新体系的重要窗口。

由GLORY与以诺教育联合策划的MIT行程，围绕人工智能前沿研究与产业应用，安排了两场深度闭门交流。

其中，长期在MIT从事AI驱动生命科学创新的袁方锋博士围绕“AI Research and Commercialization”主题与考察团深入沟通，从AI for Science、计算生物学，到人工智能与生命科学的结合，探讨AI正在如何改变科研方式，以及技术成果如何进一步走向产业化。

另一场交流则聚焦“AI and Data”。领导MIT数据科学实验室，长期深耕数据驱动的供应链管理与商业分析的David Simchi-Levi教授在交流中，将视角从AI技术本身进一步延伸到数据与商业决策，探讨AI如何进入真实的产业场景，并重新定义企业的效率与决策方式。

（MIT闭门课）

从AI研究与商业化，到AI与数据应用，两场交流让参与者既看见技术前沿，也进一步理解AI正在如何走进产业与商业。

（MIT）

在MIT Media Lab，参与者进一步走进前沿科技与跨学科创新的现场，感受不同领域如何在这里碰撞、融合，并不断探索技术与未来生活之间更多的可能性。

随后，考察团参访了全球知名机构PwC（Price Waterhouse Coopers，普华永道会计师事务所），从专业服务机构的视角，了解全球商业环境、企业发展以及风险管理等议题，也进一步看到，技术创新所带来的新机会，最终需要通过成熟的商业体系、专业服务与全球化视野，才能真正落地并形成长期价值。

（PwC现场）

如果说波士顿回答的是“未来的价值如何产生”，那么百慕大则进一步回答了另一个问题：已经创造出来的财富，如何面对风险？

百慕大是全球保险、再保险及风险管理领域的重要市场。在百慕大，考察团参访了FWD Private，深入了解高净值客户服务、保险与风险管理体系。

（FWD Private）

从产品、服务到真实的客户交付场景，参与者看到，随着家庭财富结构越来越复杂，财富管理早已不只是投资收益的问题，更涉及风险隔离、保障安排以及家族财富的长期延续。

相比抽象地谈论“财富传承”，现场体验让这个问题变得更加具体：企业经营风险如何考虑？家庭成员的保障如何安排？跨区域资产如何进行风险管理？

当财富进入更高阶段，关注的不只是财富如何增长，还包括如何配置，以及如何理解不同资产背后的投资逻辑。

在纽约，考察团走进JFK项目，实地考察GLORY参与的美国EB-5项目，从真实项目现场出发，更直观地了解项目详情、投资逻辑及EB-5项目背后的运作方式，让投资从资料与概念走向真实场景。

（JFK项目现场）

大都会艺术博物馆之行则让参与者从艺术、文明与收藏的长期尺度，重新理解“传承”——财富可以被创造和配置，而文化、审美与价值观，则可以跨越时间，成为家庭真正留给下一代的东西。

从财富配置到价值传承，纽约这一程，也让“财富”有了更长远的尺度。

（大都会艺术博物馆）

所以，从MIT到百慕大，再到纽约，这一路其实并不是三个孤立的目的地。

它们共同回答的是三个问题：未来的价值从哪里产生？今天的财富如何应对风险？什么才能真正留给下一代？

这也构成了第一程最重要的认知闭环。

走进创新前沿，重新思考什么值得长期拥有

如果说美国东海岸和百慕大的行程更多关注财富如何创造与守护，那美国西海岸和太阳谷的第二程则把视线进一步推向未来：下一轮机会在哪里？以及当机会越来越多，我们最终希望拥有怎样的生活？

答案，从洛杉矶一路延伸到硅谷，再抵达太阳谷。

从洛杉矶开始，考察团通过海上观鲸等体验，在高速发展的商业世界之外，重新感受自然、生活与时间的尺度。期间，考察团还走进J.P. Morgan，与专业人士交流全球金融市场与财富管理，进一步理解资本如何连接产业机会，以及全球市场变化如何影响家庭资产配置。

（海上观鲸）

硅谷，是观察未来最直接的窗口之一。在这里，参与者走进Stanford、NOAH | Olive Office以及Google Bay View，从高校、金融与资产配置，到全球科技企业的创新现场，多维度观察硅谷背后的创新生态。

• 在Stanford，对金融与AI的专业讲解帮助参与者进一步理解技术与资本之间正在发生的变化；

• 在NOAH | Olive Office，围绕全球资产配置与家庭财富管理展开交流，从更全球化的视角重新审视资产配置；

• 在Google Bay View，则真正走进全球科技巨头的创新现场，看见技术、人才、组织与产业如何共同推动下一轮增长。

（Google）

这一程带来的并不仅仅是对“硅谷”的认知。更重要的是，让参与者看到：创新从来不是单点发生的，它需要技术、人才、资本、产业与开放的环境共同作用。

对于拥有企业与全球资产的家庭而言，这种观察同样重要。

因为当家庭的财富和事业进入更高阶段，决策已经不再局限于某一项投资，而需要放到全球产业变化、区域发展和长期趋势中去理解。

但如果这趟旅程最终只停留在“增长”和“机会”，它依然是不完整的。所以，行程最终抵达太阳谷，并实地考察Sun Valley Harriman开发项目。作为北美久负盛名的顶级山地度假目的地，太阳谷兼具高端滑雪和夏季度假的吸引力，从自然环境、度假体验到区域发展，呈现出一种与硅谷截然不同的生活方式。

（太阳谷）

从硅谷的高速创新，到太阳谷对自然、生活与长期价值的重视，这种反差也让“财富最终为了什么”变得更加具体。

财富的意义不仅在于资产规模和增长速度，也在于让家庭拥有选择更多生活方式的能力。

这也是GLORY一直关注的“传承”真正落地的地方。传承不仅是资产的延续，更是让财富能够支持家庭不同阶段的选择，让下一代拥有更丰富的教育、生活与发展空间，也让一个家庭能够按照自己的价值观，选择真正想要的生活。

一场旅程结束之后，思考才真正开始

12天的美国考察团结束了。回过头来看，这次考察其实始终围绕着一件事：当世界不断变化，一个家庭应该如何为未来做准备？

美国东海岸与百慕大，让参与者看到的是：机会如何产生，财富如何管理，以及风险如何被提前纳入家庭规划。

美国西海岸与太阳谷，让参与者看到的则是：技术如何改变未来，全球机会如何形成，以及财富最终应该服务怎样的生活。

这也是为什么，活动结束后，参与者对这次考察的反馈并没有停留在“风景很好”“行程丰富”这样的层面。

很多人真正认可的，是这次旅程把原本分散在不同领域的问题放到了一起：AI与产业趋势、全球资产配置、风险管理、财富传承，以及家庭未来的生活方式。这些问题看起来彼此不同，但对于一个正在进行全球化布局的家庭而言，它们本来就是连在一起的。

这也是GLORY策划「Pathway to Glory: Legacy Meets Opportunity」的意义。不是简单带客户去看世界，而是让客户在真实的世界里，看见更多可能，再回到自己的事业、资产与家庭，做出更清晰的判断。

而对于GLORY而言，这次美国之行，也是一次与全球客户、资源和服务场景再次连接的过程。

今年9月，这份连接还将迎来一个新的节点。

9月，GLORY将举办「洛杉矶会所三周年庆典暨美国品牌升级发布会」。

作为GLORY在美国的重要客户服务中心，LA花园会所成立三年来，持续连接客户与全球资源，也见证着GLORY在美国市场的不断发展。

值此三周年之际，GLORY LA会所品牌将从Glory Insurance Services US LLC 正式升级为Glory Family Heritage LLC，开启美国市场的新篇章。

更多周年活动及品牌升级内容，敬请期待。

From August 9 to 20, 2026, GLORY’s “Pathway to Glory: Legacy Meets Opportunity” U.S. Study Tour successfully concluded.

Over 12 days, the delegation travelled across both the East and West Coasts of the United States, with an extended stop in Bermuda. From the forefront of AI research at MIT to the technology innovation showcased at Google Bay View; from Bermuda’s global risk management ecosystem to the culture and heritage represented by The Metropolitan Museum of Art in New York; from the technology, capital, and industries of Silicon Valley to the distinctive lifestyle embodied by Sun Valley—the journey offered a diverse perspective on how the world is changing.

Throughout the journey, GLORY sought to offer participants more than a series of destinations. By stepping into different “frontlines” around the world, participants were able to gain a first-hand understanding of the changes taking place today.

Following the tour, many participants shared that its greatest value lay in the opportunity to “step inside and see for themselves.” Experiencing these environments first-hand gave them a more concrete and multidimensional understanding of areas they were already familiar with, including technology, wealth management, asset allocation, and family heritage.

Ultimately, these insights returned to a question that is closely connected to every family:

As the world continues to change, how should we prepare for the future?

Seeing Where Wealth Comes From—and How It Can Be Protected

The journey began in Boston, a city home to some of the world’s leading universities, research institutions, and innovation communities, making it an important window into the U.S. innovation ecosystem.

Jointly curated by GLORY and Yinuo Education, the MIT program featured two in-depth closed-door sessions focusing on cutting-edge AI research and its applications across industries.

During the first session, Dr. Fangfeng Yuan, who has long been engaged in AI-driven life sciences innovation at MIT, held an in-depth discussion with the delegation on “AI Research and Commercialization.” The discussion covered AI for Science, computational biology, and the convergence of artificial intelligence and life sciences, exploring how AI is reshaping scientific research and how technological breakthroughs can move from the laboratory toward commercialization.

The second session focused on “AI and Data.” Professor David Simchi-Levi, who leads MIT’s Data Science Laboratory and has extensive experience in data-driven supply chain management and business analytics, expanded the discussion beyond AI technology itself to the role of data in business and decision-making. The session explored how AI is being integrated into real-world industrial applications and how it is redefining business efficiency and decision-making.

(MIT Closed-Door Sessions)

From AI research and commercialization to AI and data applications, the two sessions enabled participants to gain a first-hand view of technological frontiers while developing a deeper understanding of how AI is increasingly entering industrial and commercial environments.

(MIT)

At the MIT Media Lab, participants further immersed themselves in the forefront of technology and interdisciplinary innovation, experiencing how different fields converge and interact while exploring new possibilities at the intersection of technology and future lifestyles.

The delegation subsequently visited PwC (PricewaterhouseCoopers), one of the world’s leading professional services organizations. From the perspective of a global professional services firm, participants gained insights into the international business environment, corporate development, risk management, and related issues. The visit also highlighted an important reality: the opportunities created by technological innovation ultimately require mature business systems, professional services, and a global perspective to be effectively implemented and transformed into long-term value.

(PwC Visit)

If Boston addressed the question of “How is future value created?”, Bermuda offered another perspective:

How can the wealth that has already been created be protected against risk?

Bermuda is an important global market for insurance, reinsurance, and risk management. During their time in Bermuda, the delegation visited FWD Private to gain a deeper understanding of high-net-worth client services, insurance solutions, and risk management frameworks.

(FWD Private)

From products and services to real-world client delivery, participants saw that as family wealth structures become increasingly complex, wealth management is no longer simply about investment returns. It also encompasses risk segregation, protection planning, and the long-term continuity of family wealth.

Rather than discussing “family wealth heritage” as an abstract concept, the on-site experience made these questions much more tangible:

How should business operating risks be addressed?
How should protection be structured for family members?
How can cross-border assets be managed from a risk perspective?

As wealth enters a more advanced stage of development, the focus is not only on how wealth grows, but also on how it should be allocated—and how to understand the investment logic behind different asset classes.

In New York, the delegation visited the JFK project, an EB-5 project in the United States in which GLORY participates. By visiting the actual project site, participants gained a more direct understanding of the project, its investment rationale, and the operational framework behind the EB-5 program, bringing investment concepts and materials into a tangible, real-world context.

(JFK Project Site Visit)

The visit to The Metropolitan Museum of Art offered another perspective, encouraging participants to reconsider the meaning of “heritage” through the long-term lens of art, civilization, and collecting. Wealth can be created and allocated, while culture, aesthetics, and values can transcend generations and become what a family truly passes on to the next generation.

From wealth allocation to the transmission of values, the New York leg expanded the meaning of “wealth” across a much longer time horizon.

(The Metropolitan Museum of Art)

From MIT to Bermuda and then New York, these were not three isolated destinations.

Together, they addressed three fundamental questions:

Where is future value created?
How can today’s wealth be protected against risk?
And what can truly be passed on to the next generation?

Together, these perspectives formed the most important cognitive framework of the first leg of the journey.

Entering the Frontiers of Innovation and Rethinking What Is Worth Owning for the Long Term

If the U.S. East Coast and Bermuda focused primarily on how wealth is created and protected, the second leg—covering the U.S. West Coast and Sun Valley—shifted the focus further toward the future:

Where will the next opportunities emerge? And as opportunities continue to expand, what kind of life do we ultimately want to build?

The answer unfolded from Los Angeles through Silicon Valley and finally to Sun Valley.

Beginning in Los Angeles, the delegation experienced activities such as whale watching, offering an opportunity to reconnect with nature, life, and the passage of time beyond the fast-paced world of business. During the visit, the delegation also visited J.P. Morgan, where participants engaged with professionals on global financial markets and wealth management, gaining a deeper understanding of how capital connects with business opportunities and how shifts in global markets can influence family asset allocation.

(Whale Watching)

Silicon Valley is one of the most direct windows into the future. Here, participants visited Stanford University, NOAH | Olive Office, and Google Bay View, gaining a multidimensional perspective on Silicon Valley’s innovation ecosystem—from academia, finance, and global asset allocation to the innovation environments of leading global technology companies.

• At Stanford, professional insights into finance and AI helped participants better understand the evolving relationship between technology and capital.
• At NOAH | Olive Office, discussions focused on global asset allocation and family wealth management, encouraging participants to reconsider asset allocation from a more global perspective.
• At Google Bay View, participants stepped directly into the innovation environment of a global technology leader, observing how technology, talent, organizational capabilities, and industry ecosystems work together to drive the next wave of growth.

(Google)

This part of the journey offered far more than an understanding of “Silicon Valley.” More importantly, it demonstrated that innovation never happens in isolation. It requires the combined contribution of technology, talent, capital, industries, and an open environment.

For families with businesses and global assets, this perspective is equally important.

As a family’s wealth and business interests reach a more advanced stage, decision-making is no longer limited to a single investment. Instead, it needs to be understood within the broader context of global industry trends, regional development, and long-term structural changes.

But if the journey had ended with “growth” and “opportunities,” it would still have been incomplete.

That is why the journey ultimately led to Sun Valley, where the delegation conducted an on-site visit to the Sun Valley Harriman development project.

As one of North America’s renowned premier mountain resort destinations, Sun Valley combines world-class skiing with an attractive summer resort lifestyle. From its natural environment and resort experience to regional development, it presents a way of living distinctly different from that of Silicon Valley.

(Sun Valley)

The contrast between Silicon Valley’s rapid pace of innovation and Sun Valley’s emphasis on nature, lifestyle, and long-term value made another question more tangible:

What is wealth ultimately for?

The meaning of wealth lies not only in the size of assets or the speed of growth, but also in the ability to give families greater freedom to choose how they want to live.

This is where GLORY’s understanding of family heritage becomes truly tangible.

Heritage is not simply about preserving assets. It is about enabling wealth to support a family’s choices at different stages of life, giving the next generation greater opportunities in education, lifestyle, and personal development, and allowing each family to pursue the life that genuinely reflects its own values.

When the Journey Ends, the Reflection Truly Begins

The 12-day U.S. study tour has now come to an end. Looking back, the journey was ultimately centered on one fundamental question:

As the world continues to change, how should a family prepare for the future?

The U.S. East Coast and Bermuda showed participants how opportunities are created, how wealth can be managed, and how risks can be incorporated into family planning proactively.

The U.S. West Coast and Sun Valley, meanwhile, offered a perspective on how technology is shaping the future, how global opportunities are emerging, and ultimately, what kind of life wealth should serve.

This is why, after the tour, participants’ reflections went far beyond comments such as “the scenery was beautiful” or “the itinerary was rich and diverse.”

What many participants truly valued was the way the journey brought together questions that are often considered separately: AI and industry trends, global asset allocation, risk management, family wealth heritage, and future family lifestyles.

These issues may appear to belong to different fields, but for a family pursuing a global strategy, they are inherently interconnected.

This is also the meaning behind GLORY’s “Pathway to Glory: Legacy Meets Opportunity.”

It is not simply about taking clients around the world. It is about helping them discover more possibilities in the real world, then return to their own businesses, assets, and families with a clearer perspective and make more informed decisions.

For GLORY, the U.S. journey also represented another opportunity to reconnect with global clients, resources, and real-world service scenarios.

This connection will reach a new milestone in September.

On September 16, GLORY will host the “GLORY LA Garden Club 3rd Anniversary Celebration & U.S. Brand Upgrade Launch.”

As an important client service center for GLORY in the United States, the LA Garden Club has, over the past three years, continued to connect clients with global resources while witnessing GLORY’s ongoing development in the U.S. market.

To mark its third anniversary, GLORY LA Garden Club will officially transition from Glory Insurance Services US LLC to Glory Family Heritage LLC, opening a new chapter for GLORY in the U.S. market.

More details about the anniversary celebration and brand upgrade will be announced soon.