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AI Summary
The Director will manage capital and credit relationships, negotiate financing, and oversee tax strategy for the family office. They will serve as a trusted advisor to leadership while ensuring meticulous documentation and confidentiality across all financial structures.
Company Overview
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform, combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.
About Us
Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures.
Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.
We serve a diverse ecosystem that includes:
- Multifamily apartment management with 20,000+ apartments
- Hotel and office buildings
- Tech ventures
- Insurance companies
Our businesses, with over 500 employees, are primarily throughout Texas and Florida, but we aim to expand globally with our products and services, impacting people in all countries.
Mindset
- Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
- Ecosystem Alignment: Execute in a spirit of partnership across all components of the Rex ecosystem, including multifamily and other real estate assets as well as tech companies.
- Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.
The Opportunity
Rex is seeking a Director, Family Office to own the capital, credit, and tax infrastructure behind Peter Rex personally and the businesses he backs. Rex's growth requires constant, hands-on work with creditors, banks, and financial institutions to structure and secure assets and credit, alongside tax work spanning the simple to the highly complex. This role exists to take that entire function off senior leadership's plate, starting with PE deal-making and portfolio needs and expanding across every Rex vertical over time. You will own the capital and credit relationships that back Rex's deal flow, negotiating directly with banks, creditors, and institutions. You will own tax strategy end to end, bringing in outside experts only for the last, hardest percentile, a model built to cut advisory spend from year one. You will build exposure across a broad range of asset types and become the person who knows exactly when to solve something in-house versus bring in outside counsel, a CPA, a banker, or a broker, and who isn't afraid to push back on any of them. Given direct, ongoing access to Peter Rex's personal financial, credit, and tax information, this role requires absolute discretion and will be conditioned on executing a comprehensive confidentiality and non-disclosure agreement prior to start. The ideal candidate has 5–10 years in a sophisticated UHNW or family office environment, with real tax expertise and broad exposure across asset classes. You roll up your sleeves, do the brunt of the work yourself, and know when to delegate. You operate with exceptional judgment and proven personal financial discipline. Genuinely humble: no hero-ball, no covering your own tracks, just a relentless focus on the best outcome for the family office as a whole. Meticulous, proactive, and an excellent follow-through operator. Familiarity with trusts and estates expected. Clever as a serpent, innocent as a dove. Must be missionary to the bone. Fully remote.
About the Role
This role exists to build and run an institutional-grade family office function that sits directly behind Peter Rex personally and the broader Rex portfolio. You will own the relationships, structures, and strategy that keep capital flowing, credit secured, and tax exposure minimized: work that today lives informally on senior leadership's desk and needs a dedicated owner with real technical depth. This role reports to the Director of Investments.
You will operate at the intersection of banking, credit, tax, and portfolio strategy, serving as the direct point of contact with creditors, banks, and financial institutions on structuring and securing assets and credit for active deal flow. You will own tax strategy from the ground up, doing the analytical and preparatory work yourself and reserving outside experts for genuinely novel or high-complexity questions, with an explicit mandate to reduce reliance on paid advisory relationships over time.
You will build fluency across a wide range of asset types, including real estate, credit facilities, operating businesses, and personal holdings, so that you can make an informed, defensible call on when a problem should be solved internally versus escalated to a CPA, banker, attorney, or broker. This requires equal parts technical competence and judgment: you are trusted to push back on outside professionals when their recommendations don't hold up, without ever losing the discretion and humility the role demands. Because this role sits closer to Peter Rex's personal financial life than any other seat in the ecosystem, it carries a correspondingly higher bar for confidentiality, vetting, and trust.
This is a foundational hire for a function that starts narrow, with PE deal-making and portfolio needs, and is expected to expand across every Rex vertical as trust and scope grow. It is a hands-on, execution-heavy seat, not an oversight role: you are expected to do the work, not just manage people who do it.
Key Responsibilities
- Own and manage capital and credit relationships with banks, creditors, and financial institutions that back Rex's active deal flow.
- Structure and negotiate credit facilities and asset-backed financing directly with lenders and institutional counterparties.
- Own tax strategy end to end for Peter Rex personally and the businesses he backs, from routine filings to complex structuring questions.
- Determine when a tax, credit, or structuring question can be resolved in-house versus when it requires outside expertise, and manage those outside relationships (CPAs, tax attorneys, bankers, brokers) when engaged.
- Build and maintain working knowledge of trusts, estates, and personal wealth structures relevant to the family office.
- Track and reduce reliance on outside advisory spend by building internal capability year over year.
- Partner with the PE deal-making team to support capital and credit needs across acquisitions, refinances, and portfolio-level transactions.
- Maintain meticulous, audit-ready documentation across all credit, tax, and structuring work, and safeguard the confidentiality of all personal and business financial information encountered in the course of the role.
- Serve as a discreet, trusted advisor to the Director of Investments and Peter Rex on personal and business-adjacent financial matters.
- Expand the family office function's scope methodically across additional Rex verticals as the role matures.
- Exercise independent judgment to push back on outside bankers, CPAs, brokers, or counsel when their guidance doesn't serve the best outcome for the family office.
Ideal Candidate Profile
- 5 to 10 years of experience in a sophisticated UHNW, family office, private bank, or comparable environment with direct exposure to credit, capital structuring, and tax work.
- Real, hands-on tax expertise across a range of complexity, not just oversight of outside preparers.
- Broad exposure across asset classes, including real estate, credit, and operating business structures.
- Familiarity with trusts and estates.
- Demonstrated ability to negotiate directly with banks, creditors, and financial institutions.
- Strong judgment on when to solve a problem in-house versus escalate to outside counsel, a CPA, a banker, or a broker.
- Comfortable rolling up their sleeves and doing the brunt of technical work personally, while knowing when to delegate.
- Absolute discretion and proven personal financial discipline; willingness to execute a comprehensive confidentiality and non-disclosure agreement given direct access to Peter Rex's personal financial information.
- Genuinely humble operator: no hero-ball, no self-protective behavior, singularly focused on the best outcome for the family office.
- Meticulous, proactive, with excellent follow-through on multi-threaded, long-cycle work.
- Missionary mindset with full alignment to Rex's mission and comfort operating in a fast-scaling, high-trust environment.
Rex Ecosystem-Wide Mission
Catalyze Human Flourishing through our products and services and to elevate and further humanity in all our business dealings.
Rex Values / Rex Culture
- Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing and innovating on their behalf.
- Product/Service Passion. Our business thrives or dies by products and services.
- Ludicrous Speed. Our default pace is extremely fast. Time is precious, life is short, and moving fast is more fun and effective.
- FAWOMO. We will find a way, or make one.
- Loves Going to War. Prefers wartime to peacetime, always hungry to move forward, do more, and push growth.
- Chutzpah. Nothing ventured, nothing gained. Fortune favors the bold. Duc in altum.
- Fun. We should only do work, over the long run, that is fun, and work with fun people. Jokes and humor welcomed, PC stuff and uptight behavior prohibited.
- Never-Lose-Money Approach. Protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful, never risking what others have and need for what they do not have and do not need.
- Other-Centered. Idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.
- Creative Cost Cutting Constantly. There is always a smarter way, always room to cut, always ways to do more with less. A cost advantage is a competitive edge.
- Fewer, More Capable. Bias to as lean of a team as possible, with the highest competency, reducing communication and coordination, creating more effectiveness.
- Underdogs. What we have done is nothing compared to what we are going to achieve now. We are fighting to be the best, clawing and biting up and forward, aiming to be the champs, be number one. Scrappy AF no matter how much we accomplish. We have never arrived in our minds. We are the underdogs always.
- Other Attributes Valued. Point-blank forthrightness in conversation with teammates, brutally facing problems. Velvet glove with iron fist in human dealings. Shrewd as a serpent innocent as a dove. Hardcore work hustle. Invictus mentality. Swagger with humility. Quiet professionalism. Thrifty and not materialistic. Loves who they work with, loves what they do, and loves who we serve.
Compensation & Benefits
Base Salary: Commensurate with experience and market standards
Opportunity for performance-based bonus and/or equity in deals and funds
Benefits:
- Comprehensive health, dental, and vision insurance
- 401(k) with company matching
- Fully remote work environment
Employment Eligibility Requirements
Applicants will be required to pass a background check and a credit check prior to their first day, given this role's direct ownership of personal credit, banking, and tax relationships. Applicants will also be required to execute a comprehensive confidentiality and non-disclosure agreement prior to start.
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