Operational precision, strategic freedom.
By carrying the operational load, we give you the freedom to navigate the road ahead with confidence.
Meet the Founder
Julia Albin-Berner founded Sidecar Solutions to bring integrity, precision, and calm to the operational side of wealth. With a background managing complex investment data and cash flow for ultra-high-net-worth families, she understands the power of clear processes and trustworthy execution.
Her experience across private equity, real estate, crypto, and traditional portfolios shaped Sidecar’s focus on practical, steady support—from portfolio reporting and investment administration to cash management and tax coordination. Julia’s approach is defined by integrity and proactive problem-solving, helping clients stay organized, confident, and in control.
OUR SERVICES
Your Sidecar for a Smoother Wealth Journey
Cash Management
Proactive oversight of liquidity to meet obligations and optimize returns.
For those charting their own course.
WHY CHOOSE SIDECAR SOLUTIONS?
✓ You’re in control: Support, not direction.
✓ Personal and approachable.
✓ Independent and unbiased: No product selling or strategy pushing.
✓ Smart, fair fees: Costs based on services, complexity, and time.
✓ Flexible and adaptable: Quick changes to meet your unique needs.
