Program

Global Leaders Wealth Management Forum

6 September 2018
Ineke Koele participated in the 'invite only' first annual Global Leaders Wealth Management Forum, held in Inner Temple, London at 6 September. Read more »

International Wealth Advisors Forum 2018, UK

25 April 2018
On 25-26 April, Ineke participated again in the invite-only International Wealth Advisors Forum, a gathering of a select group of up to 48 senior wealth advisors and private client specialists from among the world’s most respected experts to meet and discuss the pressing issues facing their clients. Read more »

Lecture for Amsterdam Medical Centre Foundation re Capacity

21-09-2017
Ineke is speaking at the event organized by AMC Foundation on Capacity, and will discuss the risks of incapacity in relation to major donors of foundations following the case Broekhuis together with Prof. Read more »

Speaker International Academy of Estate and Trust Law, Chicago

25-05-2017
At the Annual's meeting of the International Academy of Trust and Estate Law, to be held in Chicago, Ineke will speak on Legal and Tax issues of Property rights of unmarried cohabitants. Read more »

Dutch representative in Forum on International Wealth Disputes, Venice

12-10-2016
Ineke has participated upon invitation for the 3rd time in the Forum on International Wealth Disputes, a gathering of 44 specialists from around the world that gather this year in Venice for one and a half days of peer interactions and mutual learning on actual issues in the area of international wealth disputes on inheritance and other personal areas of law as well as on tax disputes. Read more »

Lecture 'ANBI Revisited' for endowed foundations, organized by ABNAMRO

11-10-2016
At request of ABNAMRO, Ineke Koele will deliver a lecture for the benefit of a large group of Dutch endowed foundations how to meet the ANBI ('charity') requirements in the future and how to co-operate with the tax authorities in a fruitful way: 'ANBI Revisited and the art of future proofing of your endowed foundation'. Read more »

Society De Witte, The Hague, keynote speech Beyond the Rules

27-09-2016
On 27 September, Ineke Koele held a sharp speech in her role as chief editor Tax & Legal of the Dutch platform for Major Donors and Social Enterprises de Dikke Blauwe, in which she pleaded for a more holistic view on public purpose activities by wealthy families and their enterprises, foundations and government. Read more »

Speaker at National Conference Family Business

08 April 2016
At the National Conference Family Business, Ineke spoke for a large audience on the need for future proofing of the Family Business. Read more »

Invited Fellow of American College of Trust and Estate Counsel

15 March 2016
Ineke has been invited as a Fellow of the American College of Trust and Estate Counsel, a first for the Netherlands. Read more »

Voted Dutch Expert on Social Enterprises by European Social Enterprise Law Association

6 January 2016
Koele Tax & Legal Perspecta has been appointed as the Expert Firm in the Netherlands by the European Social Enterprise Law Association, erected in 2015 at the initative of the London firm Bates Wells Braithewaite (www. Read more »

Voted in 2015 Citywealth Power Women Top 200

6 January 2016
Ineke Koele has been listed in the 2015 Power Women Top 200 by Citywealth, honouring 200 of the most powerful women in private wealth, private client advisory and philanthropy. Read more »

Panel Member Family Governance: Can you beat the 'Midas Curse' of Failing Family Business Succession ?

10 December 2015
Ineke contributed to the Panel 'Frameworks for Family Harmony and Next Generation Succession' during the STEP 2015 Special Interest Session in London at 10 December 2015. Read more »

Chairman and speaker Erfenisvakdag 2015 on Private Capital and public added value

02-12-2015
Chairman and speaker at the 'Estate Professionals conference 2015' this year focusing on the theme 'Private Capital and Public added values'. Read more »

Panel speaker The Importance of Philanthropy in Family Business Succession

21-10-2015
STEP and Philanthropy Impact are giving a seminar in London on 21 October 2015 on the components of effective family governance and philanthropy's role in business succession. Read more »

Lecture University of Oxford 'Family Business and Philanthropy'

22 October 2015
Ineke has been invited to speak on the topic of Family Business and Philanthropy at Green Templeton College, University of Oxford on 22 October 2015. Read more »

Voted into the DikkeBlauwe100, the most influential persons in the non-profit sector 2015-2016

June 2015
Filanthropium, the portal for the Dutch philanthropic and social enterprise sector, has voted Ineke Koele into the DikkeBlauwe100, with the description: “Ineke Koele is by far the brightest Dutch tax attorney and inspired advocate for the maintenance and expansion of tax deductions for gifts for the wealthy; she is also the motor behind ‘Shared Giving’, a form of planned giving that enables qualifying organizations to boost their Major Donor fundraising programs. Read more »

Speaker and Co-Chair Panel ‘Private Foundations vs Trusts: the Same but Different!’

20 mei 2015
At the International Academy of Estate and Trust Law conference in Florence, Ineke spoke on Dutch Private Foundations in comparison to other jurisdictions. Read more »

Interview Family Businesses require multi-faceted perspectives by 7 Ditches TV

August 2014
Ineke Koele was interviewed for the Program ‘Financial Business’ by 7 Ditches TV financial journalist Janneke Willemse on her views on the Succession of Family Businesses and ‘lasting legacy planning’. Read more »

Lecture ‘Family Business Succesion and Lasting Legacy Planning: the meaning of a family foundation to family business succession’

18 juni 2014
At the Estate Professionals Conference 2014 on Family Business and the Estate, Ineke Koele spoke on how private foundations can be used to effectively avoid the decline of family businesses in three generations. Read more »

Ineke Koele voted 'Best in Class' Private Clients

June 2014
A list of 30 most distinctive legal and financial advisors for Private Clients, listed by Fonds. Read more »

Lecture ‘Mistake and Estate Planning in the Netherlands in comparison to the common law’

18-22 May 2014
At the annual conference of the International Academy of Trust and Estate Law, Ineke spoke on the Panel 'Mistake' and explained the distinctions between Mistake in (Dutch) civil law and common law jurisdictions. Read more »

Lecture Cross Border Philanthropy: from landlock to non-discrimination?

13 February 2014
On the Conference ‘Taxation of Cross Border Philanthropy in Europe after Persche and Stauffer', organized by European Foundation Center in cooperation with Transnational Giving Europe, Ineke Koele lectured about her conclusive views on the best way forward, which is a more practical approach than the ‘normative legistic comparison’ induced by the decisions of the European Court of Justice. Read more »

Lecture ‘Estate Planning 2.0', National Conference Estate Planning 2013

14 November 2013
During the National Conference Estate Planning Ineke spoke on her prospective vision on how ‘Estate Planning 2. Read more »

Participation on invitation in the Forum on International Wealth Disputes

October 2013
The International Wealth Disputes Forum is an intense one and a half-days exclusive gathering of peer interactions and mutual learning between 44 specialists in the world on the most actual and advanced topics on International Wealth Disputes. Read more »

Panel Chair and Speaker 'Structuring at the seam of profit and non-profit: Philanthropy - impact investing - social enterprises'

4-5 March 2013
During the International Bar Association’s Annual International Wealth Transfer Practice Conference, London, Ineke chaired an international Panel on the rapidly developing topic of ‘Structuring at the seam of profit and non-profit’ where she also contributed on the developments in the Netherlands in comparison with contributions from Canada, United States, United Kingdom and Germany, 4-5 March 2013. Read more »

Lecture ‘Actual developments ANBIs' and ‘The law on Giving’.

8 November 2012
At the National Conference on Estate Planning 2012, Ineke spoke on the pro’s and con’s of the recent tax developments in relation to charitable organizations also in comparison to surrounding jurisdictions. Read more »

Interview in and Lecture at the launch of the 'Dutch Wealth Report 2012' , by Van Lanschot Bankiers

1 November 2012
Interview in and Lecture at the launch of the 'Dutch Wealth Report 2012', by Van Lanschot Bankiers. Read more »

Lecture ‘Giving without borders – a pipe dream? The Dutch Experience’

12 June 2012
STEP and Philanthropy Impact invited Ineke to share the liberal Dutch experience with the London audience during a conference: 'Giving without borders - a pipe dream?', London June 2012. Read more »

Moderator session ‘Current Issues on Philanthropy’ International Wealth Advisors Forum, Chewton Glenn

8-10 May 2012
The International Wealth Advisors Forum is an exclusive gathering of peer interactions and mutual learning between 44 top specialists in the world. Read more »

Panel member Seminar 'Purpose Funds in Tax law'

26 oktober 2011
Ineke acted as a panel member during a conference organized by Licent Academy at the occasion of the launch of the book ‘Purpose funds in Tax law’ (in Dutch). Read more »

Lecture 'Where to Locate an International Charity'

8 June 2011
During the Monte Carlo conference of the International Tax Planning Association Ineke was invited on the trending location factors for establishing and comparative views on an international operating charity. Read more »

Participation on invitation in International Wealth Advisors forum, Frankfurt

8- 10 May 2011
The Forum is an intense one and a half-days exclusive gathering of peer interactions and mutual learning between 44 specialists in the world. Read more »

Lecture and panel member ‘Wealth on the Move’ Private Client Forum Europe

11-13 November 2010
During the Private Client Forum Europe Conference, Villa d’Este, Italy, centered around the theme 'Wealth on the Move' , Ineke spoke on recent developments and opportunities in the Netherlands in the international panel ‘Low Tax: the Way Forward? Read more »

Participation on invitation in the International Wealth Advisors Forum, Switzerland

25 May 2010
  The International Wealth Advisors Forum is is an exclusive gathering of peer interactions and mutual learning between 44 top specialists in the world. Read more »

Lecture 'Philanthropy and Civil Foundations in Common Law Jurisdictions, European Foundation Concept'

11-13 November 2010
At the annual conference of the Academy of International Estate and Trust Law, Barcelona May 2010, Ineke gave her lecture on Philanthropy, Civil Foundations in Common Law Jurisdiction, and the doomed concept of the European Foundation. Read more »

Lecture and panel member ‘Governance of International Family Enterprises’

25 May 2010
Ineke spoke at the annual meeting of the International Academy for Trust and Estate Law, Barcelona on the Best Governance practices of international business families. Read more »

Speaker and Chair Session Conference on Cross-Border Philanthropy ‘

9 December 2009
Ineke spoke and chaired the session on 'International Tax issues of Cross-Border Philanthropy' at the Conference on Cross-Border Philanthropy, organized by the Academy of European Law/ European Foundation Centre, in Brussel, at 9 December 2009. Read more »

Advisory Board and Lecture Private Client Forum Europe

12-14 November 2009
Ineke spoke at the Private Client Forum Europe conference 'Legal and financial planning in an era of economic contraction', held in Villa d’Este, Italy. Read more »

Participation on invitation in The Wealth Advisors Forum, Barcelona

20-22 May 2009
The Forum is an intense one and a half-days exclusive gathering of peer interactions and mutual learning between 44 leading specialists in the world. Read more »

Keynote Lecture, Conference Building Donors’ Trust in International Philanthropy

24 April 2009
Ineke was invited to provide the keynote speech during the Conference 'Building Donor's Trust in International Philanthropy, organized by International Committee on Fundraising Organizations, Amsterdam, 24 April 2009. Read more »

Chairman session and lecture ‘Philanthropy – tax breaks and legal structures’

2-3 March 2009
IBA Wealth Management Conference, London Read more »

Lecture Looking beyond the UK

12 November 2008
At the annual conference of the EAPG (now Philanthropy Impact) London 2008, on the theme : 'Looking beyond the UK: high level charitable giving from the US, Europe and offshore jurisdictions', Ineke spoke on the continental European perspectives, the Netherlands in particular. Read more »

Chairman session and lecture ‘Challenges & benefits of global giving’

8 September 2008
Ineke lectured and Chaired a session on 'Challenges & benefits of global giving' during the IIR Wealth Management & Family Office Conference, London in 2008.   Read more »

Lecture ‘Freedom to flourish? Releasing the landlock for international foundations’

30 May 2008
Ineke was invited to lecture at the Annual General Assembly of the European Foundation Centre, held in Istanbul, 30 May 2008. She presented her lecture: 'Freedom to flourish? Read more »

Lecture ‘Relocation of private individuals: the Netherlands, Switzerland or Italy ? A lecture delivered in cooperation with Filippo Noseda, Withers UK

27 March 2008
STEP Conference Amsterdam Read more »

Lecture ‘Trends in International Philanthropy’

20 November 2007
Merrill Lynch Winter Seminar, Amsterdam Read more »

Lecture and international conference at the occasion of the dissertation of dr. I.A. Koele ‘Removing obstacles for international philanthropy

12 November 2007
Instituut voor Nationale en Internatonale Estate Planning (INIEP, Universiteit van Utrecht) Read more »

Lecture ‘Planning with charitable foundations for families’

18 October 2007
Ineke lectured on 'Planning with Charitable Foundations for families' during the European Conference STEP Society of Trust and Estate Professionals, Rome, 18 October 2007. Read more »

Lecture Washington ‘The potential of Dutch Charitable Foundations for residents around the globe’

25 June 2007
Ineke spoke at the International Symposium on Cross-border charitable giving, Washington 2007 on 'The potential of Dutch Charitable Foundations for residents around the globe'. Read more »

Lecture ‘Wealth structuring from a continental European perspective’

February 2006
During the Family Wealth Management Conference, organized by Campden in Geneva, Ineke held a lecture 'Wealth structuring from a continental European perspective'. February 2006. Read more »

Interview ‘Terminate the vaporization of family business wealth’ and listing as top 30 advisor for Family Businesses

July 2015
Fambizz, the portal for Family Businesses, has listed Ineke Koele as top legal advisor for family businesses and published an interview with her, in which Ineke pleads for abandoning the traditional ‘top down’ perspective to family business succession processes. Read more »
Blog
Social Enterprises in the Dutch landscape

In the Dutch landscape, various forms of social enterprises exist and emerge from different types of activities.

Publications

Enlarging Space for International Philanthropy Following up on her analysis on the topic in her doctoral dissertation, Dr.

Dutch foundations - ANBI or not ANBI With Brexit on the agenda, there is increased attention for the use of charitable organizations in the Netherlands.

Tax issues of public interest generosity In the annual book 2016/2017 of 'De Dikke Blauwe' in relation to Philanthropy, Major Donors and Social Enterprises, Ineke Koele has written an analysis (in Dutch) of the tax issues of public interest generosity.

Quote interview Family Wars As a specialist on Tax and Wealth Disputes, Ineke Koele has been interviewed by Sander Schimmelpenninck for the November issue of 'Quote'  on Family Wars.

The Dutch Private Foundation in comparison with trusts: for the same purpose but rather different Trusts & Trustees, Oxford University Press, February 2016, p. 140-145.  The Dutch Private Foundation provides an alternative paradigm for sustainable asset protection purposes.