Date: Saturday, September 29, 2018
Time: 3:00 – 5:00 pm
Location: Eureka Valley Recreation Center – 100 Collingwood Street, SF, CA 94114
Register at this link.




At the Assessor's Office, we understand that planning for a secure 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 organizing the Family Wealth Workshop, a community event designed to provide families with the necessary tools to kick-start the planning process!


Sponsored by the Office of Assessor Carmen Chu, this free, 2-hour community event is a one-stop shop for families seeking answers to their questions around asset building and estate planning. The event is a multilingual workshop with topics including estate planning 101, property tax transfers and savings for families, and protection against elder financial abuse. The Office of Assessor Carmen Chu, Housing and Economic Rights Advocates, and Hackard Law will be presenting the workshop.

Assessor Carmen Chu created the Family Wealth event, a series of community forums and workshops in San Francisco neighborhoods, 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, representing every district in San Francisco. Since that event, the Assessor has hosted forums and workshops across San Francisco, supporting hundreds of local families with planning their financial futures.


The high turnout and positive responses from attendees at previous Family Wealth events 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, September 29, 2018 from 3:00 – 5:00 pm at Eureka Valley Recreation Center at 100 Collingwood Street, SF, CA 94114 for the Family Wealth Workshop. Please register in advance here.




Video presentations from past workshops



The Family Wealth Forum offers a series of free, multi-lingual workshops. Please check back for the most updated workshop schedule for Saturday, September 29, 2018.