Mr Ari M. Zak > Dechert LLP > New York, United States > Lawyer Profile

Dechert LLP
Three Bryant Park, 1095 Avenue of the Americas
NEW YORK, NY 10036-6797
United States
Ari M. Zak photo

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

Lawyer Rankings

United States > Tax > US taxes: non-contentious

Dechert LLP’s reputation in the financial services sector sees it frequently acting for a range of banks, asset managers and investment funds in various corporate and commercial transactions. New York-based global tax group chair Joshua Milgrim leads a team, which acts not only for the majority of the top global asset management firms, but also for key life sciences corporations and middle-market private equity clients. Milgrim handles hedge-fund tax work, while Steven Clemens focuses on private equity mandates. Ari Zak and Joseph Riley are also experienced in tax structuring matters for financial services firms. Outside of New York, Philadelphia-based Edward Lemanowicz is well versed in structuring and executing taxable and tax-free transactions.

United States > Tax > International tax

Dechert LLP is a top choice for financial services institutions, assets managers and large-scale funds seeking advice on international tax planning. In New York, practice head Joshua Milgrim, Daniel Dunn and Steven Clemens advise private equity and sovereign wealth funds on tax planning issues relating to investments, holding company structuring, M&A and buyouts. Washington DC-based William Cejudo and Michael Rufkahr act for global asset managers on structured finance transactions, including distressed asset funds, mortgage securitizations and ABS. The team also has experience of REITs and offshore fund taxation. New York-based Ari Zak is a leader in the mutual funds space, as well as closed-end funds, exchange-traded funds and other complex fund products. Adrienne Baker in Boston also has expertise in fund formation mandates.