PCM Encore Announces Affiliated Platform PCM Tax for Comprehensive Tax and Estate Planning Services

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BELLEVUE, Wash.--(BUSINESS WIRE)--Oct 9, 2025--

PCM Encore today introduced its affiliated entity, PCM Tax, which will operate independently while providing comprehensive in-house tax and estate planning services to the firm’s growing roster of family office and private wealth clients. Joe Hendrickson, a seasoned tax planning executive who previously advised Berkshire Partners’ managing directors on complex in-house family office matters – including tax strategy, estate planning, and wealth structuring – has been hired to lead PCM Tax. He will work closely with Founder Michael Paulus and PCM Encore’s growing team.

PCM Tax will offer comprehensive tax and estate planning services to complement PCM Encore’s existing family office, direct investment, and broader wealth management solutions. The new platform will provide differentiated and customized services like exit and liquidity planning, tax preparation and filing, quarterly estimates, entity structuring, and tax-efficient asset placement 1. PCM Tax, which will be available to PCM Encore clients 2, will operate as an affiliated but fully independent legal entity from PCM Encore while providing the same high-quality service and care that clients have come to know and trust.

Hendrickson joins PCM Encore as an experienced tax and family office advisor with an extensive background working with high and ultra-high-net-worth individuals and complex wealth structures. He brings deep expertise in delivering comprehensive and highly tailored tax planning strategies that align with the unique goals and dynamics of affluent individuals and their families. With a keen understanding of multi-generational wealth, Hendrickson helps clients navigate intricate tax landscapes, optimize estate transitions, and preserve legacy through bespoke planning solutions. Prior to PCM Encore, he held roles at Berkshire Partners, RSM US LLP, and Apercen Partners LLC, where he advised on a wide range of sophisticated tax, estate, and other financial matters.

“I’m pleased to introduce Joe and PCM Tax to PCM Encore's growing platform. As tax policy evolves, we seek to meet an increasing demand for tax-related services and provide guidance to our growing client base,” said Paulus. "Our new PCM Tax platform seeks to offer a comprehensive solution, providing fully integrated tax planning and filing services while continuing to offer the highest level of service and personalization that our clients have come to expect. I look forward to Joe’s contributions to the firm."

The addition of Hendrickson follows PCM Encore’s robust growth in just under 10 months of providing investment and wealth management solutions to sophisticated family offices and high-net-worth clients. PCM Encore now serves over 60 families and has continued to expand its advisor network and direct investment capabilities across the U.S.

"I am thrilled to be part of the broader PCM Encore platform as we continue to build out a slate of more complete and differentiated wealth and tax solutions for our family office and private clients,” added Hendrickson. “I look forward to working closely with Mike and the broader PCM Encore team as we continue to scale our tax offering and evaluate strategies designed to manage tax exposure.”

About PCM Encore

PCM Encore is a technology-forward, independent fiduciary financial advisor serving ultra-high-net-worth individuals, trusts, and family offices. The firm, together with its affiliated entity PCM Tax, combines a personalized, client-first approach with institutional investment access, proprietary strategies, and deep expertise in tax and estate planning. PCM Encore manages approximately $1.6 billion in client assets as of October 2025. It is headquartered in Bellevue, Washington, with advisors and investment professionals based in Aspen, Charlotte, Dallas, Denver, Seattle, New York City, and Menlo Park. For more information, please visit https://encoreinvestment.com/.

1 PCM Tax services are provided by PCM Tax, LLC, an affiliated but separate entity from PCM Encore, LLC (a registered investment adviser).
2 Advisory services may be included for PCM Encore clients; preparation, filing, and specialized services incur additional fees.

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KEYWORD: UNITED STATES NORTH AMERICA WASHINGTON

INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE ACCOUNTING PROFESSIONAL SERVICES ASSET MANAGEMENT

SOURCE: PCM Encore

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PUB: 10/09/2025 08:30 AM/DISC: 10/09/2025 08:32 AM

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