Books by Marc Setton
Education. Planning. Legacy.
Knowledge is one of the most valuable assets a family can possess.
Marc Setton’s books are designed to help families, business owners, real estate investors, and professional advisors better understand estate liquidity planning and the importance of preparing for future obligations without forcing the sale of valuable assets.
These books are intended to serve as educational resources and practical frameworks for long-term planning.
Featured Publications
BOOK 1
Legacy Without Liquidation
Protecting Family Wealth When Cash Is Needed Most
(Coming Soon in Hardcover, Paperback, and eBook)
Many affluent families possess substantial wealth on paper but lack readily available liquidity when obligations arise.
Without proper planning, heirs and business owners may be forced to sell valuable assets under unfavorable conditions.
Legacy Without Liquidation explores:
- Estate liquidity challenges
- Family wealth preservation
- Business succession considerations
- Estate tax obligations
- Real estate concentration risks
- Strategies designed to preserve long-term assets
This book introduces the philosophy behind estate liquidity planning and why liquidity—not net worth—is often the hidden issue families overlook.
Ideal Readers
- Business Owners
- Real Estate Investors
- Affluent Families
- Multi-Generational Families
- Wealth Preservation Focused Individuals
Key Message
Protect the balance sheet. Preserve the legacy.
BOOK 2
The Estate Liquidity Operating Manual
A Practical System for Business Owners, Real Estate Investors, and Affluent Families
(Coming Soon in Hardcover, Paperback, and eBook)
This book serves as the practical implementation guide behind the principles introduced in Legacy Without Liquidation.
Designed as an operating framework, it explores how families and advisors can evaluate liquidity challenges and develop long-term strategies that align with broader estate planning goals.
Topics include:
- Liquidity gap analysis
- Risk management considerations
- Estate equalization
- Business succession
- Multi-generational wealth transfer
- Planning coordination
- Monitoring and review frameworks
Ideal Readers
- Business Owners
- Real Estate Investors
- High Net Worth Families
- Family Offices
- Long-Term Wealth Builders
Key Message
Preserve wealth without disrupting long-term assets.
BOOK 3
The Advisor's Guide to Estate Liquidity Planning
Helping CPAs, Estate Attorneys, Wealth Advisors, Bankers, and Trusted Professionals Better Serve Affluent Clients
(Coming Soon in Hardcover, Paperback, and eBook)
Professional advisors frequently encounter clients whose wealth is concentrated in businesses, real estate, and illiquid assets.
This book helps trusted professionals recognize liquidity challenges and collaborate more effectively when addressing complex planning situations.
Topics include:
- Identifying liquidity risk
- Coordinating with advisory teams
- Business succession planning
- Estate tax considerations
- Family wealth preservation
- Client communication frameworks
- Collaborative planning philosophies
Ideal Readers
- CPAs
- Estate Planning Attorneys
- Wealth Advisors
- Bankers
- Trust Officers
- Business Advisors
Key Message
Better collaboration leads to better outcomes.
Why These Books Were Written
Most discussions surrounding estate planning focus on taxes.
Yet many families do not suffer from a tax problem.
They suffer from a liquidity problem.
When wealth is concentrated in businesses, real estate, or other illiquid assets, obligations can arise before cash is readily available.
These books were written to help families and advisors think beyond traditional planning and better understand the importance of liquidity within the broader wealth preservation process.
Who These Books Are For
Business Owners
Owners whose wealth is tied up in operating businesses.
Real Estate Investors
Individuals with substantial equity concentrated in real estate portfolios.
Affluent Families
Families seeking to preserve wealth across generations.
Professional Advisors
Professional Advisors CPAs, estate planning attorneys, wealth advisors, bankers, and other trusted professionals who support complex planning situations.
Educational Philosophy
These books are built around several core principles:
Education Before Implementation
Understanding should always come before strategy.
Collaboration Over Competition
Great outcomes happen when professionals work together.
Long-Term Thinking
Short-term decisions should not jeopardize generational wealth.
Discipline and Stewardship
Wealth preservation requires planning, coordination, and patience.
Additional Resources
Visitors interested in learning more may also explore:
Estate Liquidity Planning Guide
Premium Financing Explained
Advisor Partnership Program
Risk Management & Monitoring
Frequently Asked Questions
Case Studies
Continue the Conversation
Whether you are a business owner, real estate investor, family, or professional advisor, Strategic Premium Finance welcomes the opportunity to share ideas and collaborate.
Request a Confidential Estate Liquidity Consultation
Start With a Structured Review
A confidential evaluation designed to determine whether estate liquidity strategies may align with your current balance sheet and long term objectives.
These strategies are evaluated selectively and are not appropriate for all financial profiles.
Book Your Free Private Strategy Call
Confidential. No obligation.
- (305) 903-0363
- Marc@strategicpremiumfinance.com
Begin Your Estate Liquidity Planning Process
Understanding the estate liquidity planning process allows you to make informed decisions with confidence and control.
Estate liquidity planning is not about making immediate decisions.
It is about understanding your position clearly and evaluating the right structure if one is needed.
The first step is simply a conversation.
Book Your Free Private Strategy Call
Confidential. No obligation.
- (305) 903-0363
- Marc@strategicpremiumfinance.com