Services

When clients need skilled, experienced direction to pursue planned or unexpected opportunities or contend with advanced technology and drive strategic transactions, David L. Katz & Associates provides guidance and assures stability through periods of transition. For us, good isn’t good enough. We aim to be the best at all that we do—to help clients realize their ambitions; to make a positive difference; and to maximize their success. This drive fuels the commitment and humanity that run deep through our every action.

Overview of Services:

• Draft legal instruments (e.g. Non-Disclosure Agreements, Employment Agreements, Licensing Agreements, Contractor and Sub-Contractor Agreements, Partnership Agreements, and other such agreements arising through the ordinary course of business) 

• Assist in matters of conflicting interest between client and other parties

• Advise on employment issues where applicable

The role of David L. Katz & Associates is to provide a tried and tested framework, along with guidance from our specialists, so that Legal departments/Attorneys working on behalf of our clients, act in the best interest of the client and their business providing the necessary legal needs for the client and their businesses.

We pride ourselves on being readily available and prompt in our response to developing issues our clients may face. We work diligently alongside our substantially qualified team of attorneys to handle the intricate details and unique circumstances of every client. With the knowledge and guidance of our specialists, we are able to approach every matter with the appropriate level of response and action. 

Overview of Services:

• Handle the administration and execution of contracts drafted on client’s behalf by special legal counsel—providing oversight services such as reviewing attorney invoices, coordinating special legal counsel’s activities, and directing special legal counsel with regard to strategies and communication on behalf of the client

• Prepare and review Trademark and Copyright registrations, evaluate documents as to proper legal form of resolutions, ordinances, contracts, agreements, and other legal documents or matters on which the client requests advisement

David L. Katz & Associates utilizes alternative datasets for making investment decisions. Technology innovation has enabled us to access integrated, scalable infrastructure and systems providing us with the ability to serve each client’s unique financial affairs. We provide ongoing evaluations into our clients business processes at different stages establishing policies and procedures to ensure that financial risk mitigation guidelines are met. Our early technology adoption strategy allows us to provide our clients with an advanced digital future that will provide success and returns that will outpace alternatives.

Overview of Services:

• Manage the engagement of, coordinate and supervise the activities of any special counsel retained by the client; including financial management and cost containment strategies; 

• Equip clients with meaningful data, insights and analytics to power digital solutions that transform business 

• Assisting Chief Financial Officers with deep industry and functional experience and digital technology; broadening their impact and financial capabilities across their enterprise

*David L. Katz & Associates, LLC does not make any guarantee or other promise as to any results that may be obtained from using our services. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence.