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Family Wealth Series
Our office connects communities to resources to strengthen homeownership and financial wellness across the city.
2026 Family Wealth Conference
Event Overview
Thank you for joining us at the 2026 Family Wealth Conference! We truly appreciate you taking the time to be part of this important conversation about building, protecting, and preserving generational wealth. We hope you found the presentations, resources, and connections valuable and left with information you can use for yourself and your family.
The topics covered included:
- Estate Planning essentials
- 1-1 Consultations with experts
- Understand your property taxes
- Keep property in the family, build wealth, understand financial wellness.
Thank you for being part of our community and helping make the conference a success!
Below we will have a list of partner resources, resources from our Fireside Chat, link to the presentation, and recording of presentation as well.
If you have any questions about 2026 Family Wealth Conference or need any further assistance, please email us at assessor@sfgov.org.
Event slides and recording
2026 Family Wealth Conference Slides
Family Wealth Conference Recording
Resources
Below is a list of our partners and the various resources and services they provide:
- Office of the Assessor-Recorder
https://www.sf.gov/departments--assessor-recorder
(415) 554-5596
- California State Controller’s Unclaimed Property Division
sco.ca.gov
(916) 445-2636
- Legal Assistance for the Elderly
laesf.org
(415) 538-3333
- San Francisco Department of the Environment
sfenvironment.org
(415) 355-3741
- Treasurer and Tax-Collector's Economic Justice Center
treasurer.sf.gov/economicjustice
(415) 701-2311
- San Francisco Planning Department
sfplanning.org/accessory-dwelling-units
(628) 652-7600
- San Francisco District Attorney’s Bureau of Investigation
sfdistrictattorney.org/about-us/bureau-of-investigation
(628) 652-4000
- San Francisco Public Utilities Commission
sfpuc.gov/tools-residents
(415) 551-3000
- San Francisco Rent Board
sf.gov/departments--rent-board
(415) 252-4600
- Bay Area Financial Days
bayareafinancialplanningdays.org
- Home SF
Homesanfrancisco.org
(415) 202-5464
- Housing Economic Rights Advocates
heraca.org/
(510) 271-8443
- San Francisco Department of Elections
sf.gov/departments--department-elections
(415) 558-6100
- Rebuilding Together SF
rebuildingtogethersf.org/
(415) 901-1611
- Department on the Status of Women
sf.gov/department-department-on-the-status-of-women
- San Francisco BAR Tax Legal Clinic Justice & Diversity Center
sfbar.org/jdc/jdc-legal-services-programs/low-income-taxpayer-clinic
(415) 782-8978
- Mayor’s Office of Housing and Community Development
sf.gov/departments--mayors-office-housing-and-community-development
(415) 701-5500
- Assemblymember Catherine Stefani District Office
stefani.asmdc.org
(415) 557-2312
- Agency on Human Rights
sf.gov/file-discrimination-complaint
(415) 252-2500
- Self Help for the Elderly
selfhelpelderly.org
(415)677-7600
- San Francisco Public Library’s Personal Finance Program
sfpl.org/locations/main-library/business-science-technology
(415) 557-4488
San Francisco LGBT Center
sfcenter.org
financialservices@sfcenter.org
- MyPath
mypathus.org
(415) 2060846
Below is a list of resources that support the various topics our panelists spoke about during the Financial Empowerment Panel:
Property Tax Savings Programs
San Francisco Treasurer and Tax Collector
Estate Planning Guide
Check List from the National Council on Aging
Fraud Prevention Tips
Financial Literacy and Advising
Office of the Comptroller of the Currency
Khan Academy Financial Literacy Courses
Women’s Financial Empowerment Class (Spanish available)
Money Smart for Adults and Children
Vanguard Financial Wellness Tools
First-Time Homebuyer Tools
2025 Family Wealth Conference
The annual in-person Family Wealth Conference for 2025 occurred on Saturday, August 16.
Many people face barriers to accessing services like financial advising and estate planning, a pervasive and costly issue. Our goal with the Family Wealth Series is to lower barriers and connect all San Franciscans, regardless of household income, with the financial education and nonprofit recommendations to make the right financial choices to build a life of safety and security for themselves and their families.
The positive responses from attendees at previous Family Wealth events are a clear indication that there is a need in the community to build financial resilience.
Check out the Assessor's YouTube channel to view past Family Wealth presentations and we have uploaded the presentation and handouts from the 2025 Family Wealth Conference. 8.16.25 Family Wealth Conference Slides and Handout
If you have any questions about the workshop content or would like to collaborate on a workshop idea, contact assessor@sfgov.org.