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Family Wealth Series
Our office connects communities to resources to strengthen homeownership across the city.
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. The annual in-person Family Wealth Forum is tentatively schedule for the 1st Saturday of August.
If you have any questions about the workshop content or would like to collaborate on a workshop idea, contact assessor@sfgov.org.