SIDECAR SOLUTIONS
You didn't build wealth to spend your time keeping track of it.
When your financial life spans multiple accounts, private investments, entities, advisors, and endless administrative details, it can become a job of its own. Sidecar brings everything together so you have one current, accurate view of your wealth, while we handle the work behind it.
Step out of the middle.
Stay informed and in control without having to be involved in every detail.
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.
OUR SERVICES
The Sidecar Supporting Your Wealth Journey
INDIVIDUALS & FAMILIES | FAMILY OFFICES | FRACTIONAL OR PROJECT-BASED ENGAGEMENTS
Cash Management
Ongoing oversight of liquidity to meet obligations and maintain flexibility.
For those charting their own course.
THE RIGHT SUPPORT WITHOUT GIVING UP CONTROL
✓ You stay in control. Sidecar provides support and execution without directing your investment decisions or taking over relationships.
✓ You get a real person, not a service queue. Personal, responsive support that adapts to how you actually work.
✓ No agenda beyond the work. Independent and unbiased, with no products to sell or investment strategy to push.
✓ You pay for what you need. Fees reflect the services, complexity, and time involved.
✓ Support that can change with you. Add, reduce, or adjust support as your wealth, structure, and needs evolve.
