Date: Saturday, March 24, 2018
Time: 10:00 am – 1:00 pm, Registration opens 9:30 am
Location: Lincoln High School, 2162 24th Avenue, SF CA 94116
Register at this link




At the Assessor's Office, we understand that planning for your financial future is a top priority for San Francisco families. We understand your home can be your biggest asset in life, but laws around inheriting properties can be complicated. That's why our Office is bringing back by popular demand our largest community event, the Family Wealth Forum, to help families start planning!


This 3-hour event is a one-stop shop for families to answer their questions around asset building and estate planning. The event offers multilingual workshops, one-on-one counseling with experts, and a variety of informative vendors. This free community event is sponsored by the Office of Assessor Carmen Chu.

Assessor Carmen Chu created the Family Wealth Forum because often when speaking with community members she would receive questions about estate planning and passing on a family’s most valuable asset, their home. At the inaugural Family Wealth Forum in 2017, close to 400 people attended, hailing from every district in San Francisco. Over 100 attendees, 65% of whom were 50 years or older, received one-on-one counseling. For more information, please read our event report card below and check out our press release here


The unexpectedly high turnout and positive responses from attendees at the first Family Wealth Forum are a clear indication that there is a need in the community to share information and resources on asset-building and estate planning for San Francisco families. We invite you to join us on Saturday, March 24, 2018 from 10:00 am – 1:00 pm at Lincoln High School, 2162 24th Avenue, SF CA 94116 for the next Family Wealth Forum. Please register in advance here.




Family Wealth Forum: Workshop Schedule (March 24, 2018)


The Family Wealth Forum will offer a series of free, multi-lingual workshops for attendees to learn about building their family’s assets and estate planning for the future.  All workshops will take place at Lincoln High School, 2162 24th Avenue.  Please note, Cantonese and Spanish translations will be offered for each workshop via simultaneous translation.  All workshops are free and open to the public!






Library, Room 230


10:15 am – 11:00 am


Yes, You can Buy a Home in San Francisco: Keys to Affordable SF Homeownership

Presenter: Mayor’s Office of Housing



11:15 am – 12:00 pm


Estate Planning 101

Presenter: Housing and Economic Rights Advocates




12:15 pm – 1:00 pm


Property Tax Savings for Families

Presenter: Office of Assessor-Recorder Carmen Chu



Video presentations from past workshops



The Family Wealth Forum offered a series of free, multi-lingual workshops. Please check back for the most updated workshop schedule for March 24, 2018.