Director, Family Office

Rex•Remote, USA

23h•Remote

About The Position

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.

Requirements

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.
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.

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.