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SIDECAR SOLUTIONS

The Steady Partner Behind Complex Wealth

Sidecar Solutions brings operational clarity to complex wealth — supporting individuals, families, and family offices with the coordination, capacity, and expertise to keep everything running smoothly.

 Operational precision, strategic freedom.

We carry the operational load so you can focus on what matters most.

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Julia Albin-Berner, wealth operations specialist and founder of Sidecar Solutions, based in Sonoma, California.

Meet the Founder

Julia Albin-Berner founded Sidecar Solutions to bring clarity and precision to the operational side of complex wealth. With deep experience supporting ultra-high-net-worth families and family offices across private investments, real estate, digital assets, and traditional portfolios, she works alongside families, advisors, and internal teams to keep the infrastructure and operations behind sophisticated wealth running smoothly and reliably.

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OUR SERVICES

The Sidecar Supporting Your Wealth Journey

INDIVIDUALS & FAMILIES | FAMILY OFFICES | FRACTIONAL OR PROJECT-BASED ENGAGEMENTS

Portfolio Data Aggregation & Reporting

Clear, consolidated visibility across accounts, custodians, and private investments.

Investment Administration

Reliable coordination of operational details, from capital calls to reconciliations.

Cash Management

Ongoing oversight of liquidity to meet obligations and maintain flexibility.

Tax Management

Accurate, timely coordination of tax documentation so nothing gets overlooked.

Addepar Consulting & Support

Expert guidance for firms adopting or optimizing Addepar, from implementation and data aggregation to custom reporting and team training

For those charting their own course.

WHY CHOOSE SIDECAR SOLUTIONS?

✓ You’re in control: Support, not direction.

✓ Personal, professional, and approachable. 

✓ Independent and unbiased: No product selling or strategy pushing.

✓ Fair, transparent fees: Costs based on services, complexity, and time.

✓ Flexible and adaptable: Support evolves as your needs, structure, or portfolio complexity change.

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Considering Additional Operational Support?

Let's start the conversation.

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OPERATIONAL PRECISION, STRATEGIC FREEDOM

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