Family Wealth Series

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.