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Dechert LLP

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Fax +1 212 698 3599

Ari M. Zak

Dechert LLP

Work Department



Ari M. Zak focuses his practice on the taxation of investment funds and their investors, particularly on matters relating to mutual funds, closed-end funds, exchange-traded funds, business development companies and variable insurance funds. Mr. Zak also advises on matters relating to private investment funds, including hedge funds and private equity funds, in addition to general transactional matters involving clients in the financial services industry.

In addition, Mr. Zak regularly advises on structuring and developing new funds and products, disclosure, mergers and restructurings of investment funds, ongoing tax compliance and the taxation of financial products.


  • Yeshiva University, B.S., 2002, summa cum laude, New York State Society of Certified Public Accountants’ Award for Superior Scholarship in Accounting
  • Columbia Law School, J.D., 2006, Harlan Fiske Stone Scholar, Member of the Columbia Business Law Review

United States: Tax

US taxes: non-contentious

Within: US taxes: non-contentious

Dechert LLP’s tax team is ‘very knowledgeable in the RIC space and will gladly provide both industry perspective as well as an authoritative view on topics of interest’. The practice is best known for its strong financial services and asset management expertise where it advises on the tax aspects of mid-market private equity funds transactions, structured finance and securitization. Steven E Clemens and Ari Zak (‘excellent tax advisors who are willing to explore and discuss options to aid in resolving the matter at hand’) are advising FS/KKR Advisor on the multibillion-dollar merger of FS Investment Corporation and Corporate Capital Trust. Joshua Milgrim acted for GIC in a strategic partnership between a Blackstone-led consortium and Thomson Reuters to acquire a 55% stake in the equity of a new corporation created to hold the Thomson Reuters’ Financial & Risk business. Daniel Dunn and Adrienne M Baker in Boston are also recommended. Securitization specialist William Cejudo joined in May 2018 from Clifford Chance. All lawyers are based in New York unless otherwise noted.

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