PCM Encore has launched PCM Tax, a newly formed and independently operated affiliate designed to provide comprehensive tax and estate planning services to its growing network of family office and private wealth clients.  

Veteran tax and family office advisor Joe Hendrickson has been appointed to lead PCM Tax, working closely with Founder Michael Paulus and PCM Encore’s team. Hendrickson brings extensive experience advising high- and ultra-high-net-worth individuals and families, having previously held senior roles at Berkshire Partners, RSM US LLP, and Apercen Partners LLC, where he specialized in sophisticated tax, estate, and wealth structuring strategies. 

PCM Tax will provide a suite of services including exit and liquidity event planning, tax preparation and filing, quarterly estimates, entity structuring, and tax-efficient asset allocation. The platform is designed to integrate seamlessly with PCM Encore’s broader wealth management and family office framework, offering clients a one-stop solution for both investment and tax strategy alignment. 

“As tax policy evolves, we continue to see growing demand for coordinated tax and estate planning among our clients,” said Michael Paulus, founder of PCM Encore. “Our new PCM Tax platform is built to meet that need—delivering fully integrated planning, filing, and advisory services with the same precision, personalization, and trust that define PCM Encore.”