WHO WE ARE
Clarity in motion.
Confidence in control.
Operational precision, strategic freedom.
Sidecar Solutions brings order and precision to the complexity of modern wealth. We’re the sidecar to your financial engine — managing the operational load so you can stay focused on what matters most.
Independent, data-driven, and personal, we deliver the steadiness of a dedicated operations partner with the flexibility to fit your world.
When everything is aligned — data, cash flow, reporting — you gain what matters most: clarity, control, and the freedom to move forward.
In the Sidecar:
Julia Albin-Berner
FOUNDER | WEALTH OPERATIONS SPECIALIST | TRUSTED SUPPORT
Julia Albin-Berner built Sidecar Solutions on the belief that integrity, precision, and genuine client care are the foundation of great financial operations. Drawing on years of experience managing complex investment data across private equity, venture capital, real estate, crypto, and traditional portfolios, she brings structure and clarity to every detail of wealth management.
Before founding Sidecar, Julia led investment reporting and operational oversight at Transcend Wealth Partners, where she supported ultra-high-net-worth families with a blend of technical accuracy and personal attention. Her background in cash management, capital call coordination, and data reconciliation directly shaped Sidecar’s comprehensive service model—offering clients seamless portfolio reporting, investment administration, cash flow organization, and tax management support.
Known for her integrity and calm problem-solving approach, Julia takes pride in anticipating needs before they become issues and ensuring clients stay informed, confident, and in control. She believes that great operations create the foundation for great decisions—and that trust and transparency are what keep everything running smoothly.
In the Toolbox:
Jennifer Richardson
SENIOR ADVISOR | SIDECAR SOLUTIONS
Jennifer Richardson founded Richardson Leadership Solutions to help families and leaders navigate the complexities of wealth, legacy, and leadership with clarity and confidence. A trusted advisor and coach, she works with family members and executives to strengthen communication, guide transitions, and build lasting, values-based legacies.
Before launching her own firm, Jennifer built and led the Forge Community, connecting more than 1,900 family office professionals through peer groups, master classes, and collaborative learning. Her earlier career included leadership roles at Hewlett Packard, WebMD, and Carlson, spanning strategy, operations, and business development.
Jennifer is a Certified Professional Coach (iPEC) and holds an ACC credential from the International Coaching Federation (ICF). She’s also the founder and president of the Miracle League North Bay, a nonprofit creating inclusive spaces for children and families with disabilities. Outside of work, she enjoys painting, exploring real estate, and bringing people together for meaningful conversation.
Michelle Young
SENIOR ADVISOR | SIDECAR SOLUTIONS
Michelle Young has spent more than 25 years helping families manage the complexities of wealth with clarity and confidence. A trusted advisor and experienced operator, she guides clients through everything from investment management to governance and family dynamics—balancing strategy with a deeply personal understanding of what matters most.
Michelle was the co-founder of Transcend Wealth Partners, a boutique multi-family office, and previously served as Chief Operating Officer and Chief Compliance Officer at Ohana Advisors, where she also sat on the firm’s Investment Committee. Fluent in Spanish, she holds a B.S. in Finance from Sonoma State University and is a Certified Financial Planner®.
Grounded, approachable, and thoughtful, Michelle is passionate about her family, the outdoors, and mentoring women in leadership and professional growth.