2026 San Francisco Family Wealth Conference

Overview

To see the presentation slides and recording of the 2026 Family Wealth Conference, you can visit our community engagement page.

• Estate Planning essentials
• 1-1 Consultations with experts
• Understand your property taxes
• Keep property in the family, build wealth, understand financial wellness

Food and refreshments provided.

If you need accessibility accommodations or services in another language, please email us at assessor@sfgov.org or call 3-1-1.

Program

10:00 AM — Doors open; breakfast refreshments; Community Resource Fair opens; sign-ups for 1-on-1 consultations

10:30 AM — Welcoming Remarks from Assessor-Recorder Joaquín Torres and other guest speakers

10:45 AM — Presentation #1: Property Tax Essentials — Propositions 13 & 19

Assessor-Recorder Joaquín Torres

11:15 AM — Presentation #2: Estate Planning 101

Kendra Bowen, Housing & Economic Rights Advocates (HERA)

12:00 PM — Break; light lunch; Resource Fair continues

12:15 PM — Presentation #3: Fireside Chat - Financial Empowerment for Women Heads of Households Homeowners

Assessor-Recorder Joaquín Torres, Treasurer-Tax Collector Jose Cisneros, and Commission on Status on Women President Diane Jones Lowrey

1:00 PM — Event concludes

Presentations

Property Tax Essentials — Propositions 13 & 19
Assessor-Recorder Joaquín Torres

• Key updates and priorities from the Office of the Assessor-Recorder, as well as how assessed value is set under Prop 13, what changed under Prop 19 (intergenerational transfers and base value transfers), and how/when to file an assessment appeal.

Estate Planning 101
Kendra Bowen, Housing & Economic Rights Advocates (HERA)

• Why estate planning matters at every stage of life; core elements of a plan (living trust, will, advanced health care directive, power of attorney); and how to access affordable estate planning services. Whether you own a home or not, this presentation is for you.

Fireside Chat - Financial Empowerment for Women Heads of Households & Homeowners

Assessor-Recorder Joaquín Torres, Treasurer-Tax Collector Jose Cisneros, and Commission on Status on Women President Diane Jones Lowrey

• To educate women homeowners, heads of households, and aspiring homeowners about available City resources, property tax savings, estate planning, financial empowerment, and wealth-building strategies while addressing barriers disproportionately experienced by low-income Black and Brown communities.