三年同行，全新启航｜Glory Family Heritage洛杉矶服务中心三周年庆典暨美国品牌升级发布会圆满举行

2026年9月15日，诺亚旗下Glory Family Heritage（以下简称“GLORY”）在美国加州尔湾举行洛杉矶服务中心三周年庆典暨美国品牌升级发布会。客户、合作伙伴及嘉宾齐聚现场，共同回顾服务中心成立三年来的服务成果，并见证GLORY全新品牌启航。

GLORY洛杉矶服务中心成立于2023年。三年来，服务中心持续引入诺亚集团在保险配置、信托、税务和全球投资等领域的资源，也在教育、医疗、房产和企业服务等方面拓展美国本地渠道。

截至目前，GLORY洛杉矶服务中心累计接待1500+位客户，协助80+个家庭进行税务合规计划，为20+个家庭提供信托咨询，为20+个家庭提供全球生活规划支持，累计协助配置的保额超过18亿美元，并链接35+个美国本地服务渠道。

随着客户在美国生活的时间增长，需求也在发生变化。一次咨询可能从子女入学、医疗或银行开户开始，随后涉及住所、税务、企业经营和家庭资产安排。不同事项之间常有联系，需要结合家庭的实际情况统筹考虑。

过去三年，GLORY洛杉矶服务中心的服务内容持续拓展，逐渐覆盖家庭生活和长期传承。依托尔湾实体服务中心，GLORY持续开展面对面交流与服务，并逐步建立起美国本地合作网络。这些积累构成了本次三周年回顾的主要内容。

三年的服务实践，也让GLORY对美国客户的需求有了更具体的认识。借着这次相聚，GLORY也向现场来宾介绍了品牌升级后的新定位和服务方向。

在三周年之际，洛杉矶服务中心的业务主体由 Glory Insurance Services US LLC 升级为 Glory Family Heritage LLC。名称调整对应的是服务边界的扩大：从以保险配置为主的单一业务，延伸为覆盖家庭在美生活与长期传承的综合服务。

活动现场还特别邀请客户代表与GLORY团队共同为品牌升级揭幕，见证Glory Family Heritage在美国的全新启航。

在新的服务定位中，保险配置仍是家庭保障和传承安排的重要组成部分，并与信托、税务、全球生活和投资等服务相互配合。现场分享中提到，保险是整体配置中的一项重要工具，具体如何使用，要回到家庭需求本身。

家庭来到美国后，首先面对的通常是安顿、子女教育、医疗、住所和企业经营等具体问题。GLORY从这些实际需要出发，再讨论财富配置和传承安排。服务并不围绕某一类产品展开，而是跟随家庭在美国生活的进程逐步延伸。

“从落地的那一天起，客户在美国需要的，我们都在一步步接上。”

围绕这一思路，GLORY以全球生活为入口，将美国服务内容整理为六个部分：落地安顿、家庭生活、子女成长、健康与照护、财富规划及传承安排。

落地安顿关注家庭初到美国时需要处理的事项，家庭生活覆盖居住与日常所需，子女成长延伸至求学和职业起步。随着家庭逐渐稳定，医疗照护、资产配置及传承安排也会进入长期规划。

每个家庭的情况不同，需要处理的事项和先后顺序也不同。此次升级将原本分散的服务资源进行整合，让家庭在不同阶段都能找到相应的支持。

品牌焕新的同时，Olive硅谷新办公室正式启用，ArkOS账户与支付服务也同步上线。

活动现场，Olive介绍了产品解决方案和平台资源。ArkOS团队则演示了账户服务、APP功能及接入流程，并介绍了美国境内转账、国际汇款和企业资金管理等使用场景。

ArkOS由Ark Financial Technology, Inc.提供，是金融科技服务平台。相关银行账户及银行服务由美国持牌银行Column N.A.提供，符合条件的存款依照适用规则享有FDIC存款保险保障。

品牌及产品发布结束后，现场进入专属答疑和自由交流环节。来宾围绕全球生活、子女教育、家庭资产安排和账户服务等话题，与现场团队展开交流。讨论从台上的集中分享延伸到一对一沟通，不少问题都结合各自家庭的实际情况展开。现场反馈更多聚焦于不同服务如何衔接、相关资源如何在美国落地，以及后续的服务安排，交流一直持续到活动结束。

活动回顾了GLORY洛杉矶服务中心过去三年的积累，品牌升级则明确了下一阶段的服务方向。GLORY陪伴全球华人家族处理四件彼此相关的事：全球生活安排如何与税务相适应，信托如何把规则写清楚，保障如何在不同生活地点仍然有效，以及一家人不只是“去了哪里”，而是“如何住下去”。此次美国升级，就是把这四件事收进同一套本地服务里。

未来，GLORY将继续完善美国本地服务网络，围绕全球生活、财富规划和家族传承，为华人家庭提供更贴近实际需要的服务。

三年同行，感谢每一位客户、合作伙伴和朋友的信任与支持！

On September 15, 2026, Glory Family Heritage (“GLORY”), a subsidiary of Noah Holdings, held the third anniversary celebration of its Los Angeles Service Center and the U.S. Brand Upgrade Launch in Irvine, California. Clients, partners, and distinguished guests gathered to look back on the Service Center’s achievements over the past three years and witness the next chapter of GLORY’s development in the United States.

Established in 2023, the GLORY Los Angeles Service Center has continuously brought together resources from Noah Holdings in areas including insurance planning, trusts, tax services, and global investments, while expanding its local U.S. network across education, healthcare, real estate, and business services.

To date, the GLORY Los Angeles Service Center has served more than 1,500 clients, assisted over 80 families with tax compliance planning, provided trust consulting services to more than 20 families, and supported over 20 families with global living planning. It has also assisted clients in arranging more than US$1.8 billion in insurance coverage and established connections with more than 35 local service providers across the United States.

As families spend more time in the United States, their needs naturally evolve. A consultation may begin with questions about a child’s education, healthcare, or opening a bank account, and later extend to housing, taxation, business operations, and family asset arrangements. These matters are often interconnected and require an integrated approach based on each family’s circumstances.

Over the past three years, the GLORY Los Angeles Service Center has continued to expand its scope of services, gradually extending from individual needs to broader areas of family life and long-term legacy planning. With its physical service center in Irvine, GLORY has continued to provide in-person consultation and support while developing a growing network of local partners in the United States. These efforts formed the foundation of the Service Center’s three-year journey and the key focus of this anniversary celebration.

Three years of hands-on experience have also given GLORY a more practical understanding of the needs of Chinese families living in the United States. At the anniversary event, GLORY introduced its refreshed brand positioning and service direction to guests, marking the beginning of a new stage of development.

As part of the third-anniversary milestone, the operating entity of the Los Angeles Service Center was upgraded from Glory Insurance Services US LLC to Glory Family Heritage LLC. The name change reflects an expansion of the Service Center’s service scope—from a business primarily focused on insurance planning to a more comprehensive offering covering family life in the United States and long-term legacy planning.

At the event, client representatives and the GLORY team jointly unveiled the upgraded brand, marking a new chapter for Glory Family Heritage in the United States.

Under the new service positioning, insurance planning remains an important component of family protection and legacy planning, working alongside services such as trusts, tax planning, global living, and investment solutions. During the event, speakers noted that insurance is an important tool within an overall family strategy, but how it should be structured and utilized ultimately depends on the family’s specific needs.

For families moving to the United States, the initial priorities are often practical matters such as settling in, children’s education, healthcare, housing, and business operations. GLORY begins with these practical needs before moving into broader discussions around wealth planning and legacy arrangements. Rather than centering its services around a particular product, GLORY’s support evolves alongside each family’s journey in the United States.

“From the day a family arrives, we gradually connect them with the services they need throughout their life in the United States.”

Following this approach, GLORY uses global living as an entry point and organizes its U.S. services into six key areas: settling in, family life, children’s development, health and care, wealth planning, and legacy planning.

Settling-in services focus on the practical matters families need to address when they first arrive in the United States. Family life covers residential and everyday needs, while children’s development extends to education and the early stages of their careers. As families become more established, healthcare and caregiving, asset allocation, and legacy planning may gradually become part of their long-term strategy.

Every family is different, and so are the issues they need to address and the order in which they need to address them. Through this upgrade, GLORY has integrated service resources that were previously distributed across different areas, making it easier for families to access the appropriate support at different stages of their lives.

Alongside the brand refresh, Olive’s new Silicon Valley office was officially opened, while ArkOS account and payment services were also launched.

At the event, Olive introduced its product solutions and platform resources. The ArkOS team demonstrated its account services, app features, and onboarding process, while also presenting use cases including domestic transfers within the United States, international remittances, and corporate fund management.

ArkOS is a financial technology platform provided by Ark Financial Technology, Inc. Relevant banking accounts and banking services are provided by Column N.A., a licensed U.S. bank. Eligible deposits are protected by FDIC deposit insurance in accordance with applicable rules.

Following the brand and product presentations, the event moved into a dedicated Q&A and networking session. Guests engaged with the GLORY team on topics including global living, children’s education, family asset arrangements, and account services. Discussions extended beyond the main presentations into one-on-one conversations, with many questions centered on individual family circumstances. Participants also explored how different services could be connected, how relevant resources could be implemented locally in the United States, and what ongoing support would be available. Conversations continued throughout the remainder of the event.

The anniversary celebration looked back on three years of development at the GLORY Los Angeles Service Center, while the brand upgrade established a clearer direction for the next stage of its services. GLORY supports global Chinese families in navigating four interconnected areas: aligning global living arrangements with tax considerations, establishing clear rules and structures through trusts, ensuring protection remains effective across different places of residence, and helping families move beyond simply asking “Where are we going?” to considering “How do we build a life there?” The U.S. upgrade brings these four dimensions together within an integrated local service framework.

Looking ahead, GLORY will continue to strengthen its local service network in the United States and provide Chinese families with services that are closely aligned with their practical needs across global living, wealth planning, and family legacy.

Three years together. Thank you to every client, partner, and friend for your trust and support!