Research in neuroscience has found that emotions are present in everything we do, including decision-making. In families, feelings can run strong, and emotions are always entangled in arguments. As a result, advisors need to engage in emotional discovery, a basic evaluation of critical areas of family life, such as partner relationships and parenting styles. They also need to assess the basic emotional disposition of family members—or what neuroscientists call core affect—which helps in understanding each person’s behavior.

1. Assessing Partner Relationships and Parenting Styles

2. Charting Core Affect

Using your best judgment, place an “X” in the circle that generally fits the temperament of each family member.

“Happy” and “Unhappy” refer to the basic disposition. “Active” and “Passive” refer to the intensity of the disposition.

Download PDF

Download asset

General External Marketing Handout

Resources designed to help you enhance your client relationships and grow your business.
Resources designed to help you enhance your client relationships and grow your business.
Advisor Resources

Emotional Discovery

Tap into these actionable resources that are designed to help you enhance your client relationships and grow your business.

A Family Core Values Meeting

Learn how to effectively communicate with clients with insights from Lazard experts. Explore the power of value narratives.

Facilitating Family Meetings

From planning to monitoring, learn three simple steps you can take to conduct a successful family meeting. Explore tips from Lazard experts.

Emotional Discovery

Explore the power of emotional discovery in client relationships. Learn how understanding clients' emotions enhances relationships and trust.

Communicating Your Value to Clients

Learn how to effectively communicate with clients. Explore the power of value narratives with Lazard experts.

7 Steps for Bettering Your Relationship-Building Skills

Learn seven steps advisors can take to improve their interactions with clients. Explore advice from Lazard experts.

When Push Comes to Shove: Dealing with Family Conflict

Learn strategies for dealing with family conflict with guidance from Lazard experts. Learn techniques to balance assertiveness and cooperation.

3 Investment Ideas

Taking an active approach to portfolio construction can help investors navigate opportunities during uncertainty—and feel more secure. Explore the ideas we think you should consider and why.

Advisor Resource Center

Lazard’s Advisor Resource Center features our most recent perspectives and insights to support your client conversations and your business's growth.

Resources designed to help you enhance your client relationships and grow your business.
Resources designed to help you enhance your client relationships and grow your business.

Emotional Discovery

Resources designed to help you enhance your client relationships and grow your business.
Contact Us