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SIDECAR SOLUTIONS

The Steady Partner Behind Complex Wealth

Whether you are managing wealth directly or through a family office, Sidecar Solutions provides the operational clarity and coordination that keep everything moving forward. We support your structure, offering ongoing partnership, additional capacity, or focused expertise when complexity increases.

 Operational precision, strategic freedom.

By carrying the operational load, we give you the freedom to navigate the road ahead with confidence.

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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. She has supported ultra-high-net-worth families and family office environments across private investments, real estate, digital assets, and traditional portfolios, helping coordinate reporting, cash activity, and investment administration with care and consistency.

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Known for her calm, methodical approach, Julia works alongside individuals, families, advisors, and internal teams to ensure the infrastructure behind sophisticated portfolios runs 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.

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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