Our story

Ryan Munoz is the founder of Trinity Tax Strategies. His work centers on a reality most high earners discover too late: wealth is rarely lost in a single mistake. It erodes when complex financial decisions are made without a governing structure. Once timing, structure, and sequencing are set, outcomes are no longer adjustable.

Before founding Trinity, Ryan operated at the family-office level, where his responsibility extended far beyond portfolios. He worked inside moments where decisions carried permanent consequences—business exits, M&A transactions, estate transitions, concentrated equity positions, and large liquidity events. In those environments, performance was secondary. What mattered was order: when decisions happened, how they were sequenced, and whether they were aligned before execution.

What became evident was not poor advice, but fragmented ownership. Transactions advanced faster than design. Tax entered the conversation after commitments were already made. Estate considerations trailed shifting balance sheets. Multiple professionals were involved, yet no one controlled the outcome as a whole.

Tax revealed itself as the missing control layer. Not as compliance, and not as a calculation, but as the force that shapes every financial decision. When tax is addressed upstream, legal, investment, and estate decisions align with precision. When it isn’t, value doesn’t vanish abruptly—it dissipates quietly and permanently.

Trinity Tax Strategies was built to operate in that upstream space. Ryan’s work focuses on designing decisions before they harden—before agreements are signed and consequences are locked in. This is not advisory in the traditional sense, and it is not product-driven. It is financial architecture.

Ryan works with individuals and families facing sustained complexity: ongoing high tax exposure, layered structures, and financial decisions whose impact compounds over decades. Trinity exists to bring cohesion where the system fragments, impose order where decisions are siloed, and ensure outcomes are intentionally designed rather than passively accepted.

At its core, this work is stewardship. Wealth carries responsibility. Precision, discipline, and foresight are not preferences at this level—they are requirements. Trinity exists to make sure they are present when it matters most.

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Lissa co-founded Trinity to ensure that exceptional strategy is matched by exceptional execution.

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After years of building systems, workflows, and operational infrastructure for business owners, she stepped into her role to architect the internal engine behind Trinity’s work. Her focus is simple but powerful: uncovering and correcting the structural tax problems that quietly erode wealth over a lifetime—and ensuring every client experiences clarity, precision, and confidence throughout the process.

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Lissa oversees the operational ecosystem behind Trinity’s proprietary Tax Arcana Framework™—from the Diagnostic and Blueprint to Nexus and Enterprise—making sure each engagement is cohesive, proactive, and deeply relational. She leads workflow design, client onboarding, service delivery systems, documentation, and cross-team coordination with CPAs, attorneys, and advisors.

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Where most firms look backward, Lissa helps Trinity stay decisively forward-looking. Her work ensures that strategy doesn’t live in theory—but is implemented with intention, education, and long-term stewardship.

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At Trinity, she is the architect behind the scenes—building the structure that allows strategy to compound and relationships to endure.