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Second Opinion Financial
Second Opinion Financial is a single family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Second Opinion Financial
SECOND OPINION FINANCIAL is an SEC-registered investment adviser in SOUTHLAKE, TX. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Craig L. Glick
President
Frequently asked questions
Who runs investment decisions at Second Opinion Financial?
President Craig L. Glick leads the firm. He directly oversees both investment decisions and the family's broader financial, tax, and estate planning matters, rather than delegating to separate CIO and counsel roles.
Does Second Opinion Financial participate in fund commitments or only direct deals?
The firm structures its own portfolio directly. While it does not publicly disclose its mix of direct holdings versus third-party fund commitments, its public-facing model is anchored in internal investment management rather than aggregating capital as a fund-of-funds or feeder vehicle.
How is Second Opinion Financial structured as a family office?
It operates as a single-family office rather than a multi-family platform or asset manager. Craig L. Glick serves as President, and the office does not solicit or manage outside capital — its purpose is concentrated service to one family's balance sheet and wealth planning needs.
How does Second Opinion Financial coordinate estate and tax planning alongside its investments?
The firm integrates these disciplines under one leadership structure. Rather than treating portfolio management as a siloed function separate from trust and estate work, Glick's dual role positions tax implications and generational transfer timelines as active inputs to asset allocation, not after-the-fact considerations.
Where does the underlying wealth come from?
The specific source of the family's wealth has not been publicly disclosed. Second Opinion Financial maintains a low public profile, and its private record-keeping does not detail the origin of the capital it oversees.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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