About Timothy

Timothy Peabody is a partner in the Marcum Family Office Service Group of the Firm’s New Haven, Connecticut office.

Timothy provides a variety of services tailored towards the unique needs of High-Net-Worth Individuals and Family Offices. He provides comprehensive consolidated reporting to his clients that give a complete view of all family assets and related activity. Timothy helps clients navigate complex and always changing laws through tax compliance and planning and provides personal accounting services, like bill paying and cash flow management to reduce the administrative burden of his clients. His goal is to provide his clients with complete and thorough solutions to all the tax, financial and investment needs.

Before joining Marcum in 2020, Timothy was the Controller for a New York City based Family Office. He started his career working for a Big 4 accounting firm in Boston and New York City where he focused on Ultra High-Net-Worth tax compliance and planning. Some previous experiences include providing services to Corporate Executives, Private Equity and Hedge Fund Managers, Professional Athletes, and former Politicians.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
Practice Focus

Family Office Services
Wealth Management
Tax Planning
Estate Planning
Individual Income Tax
Fiduciary Income Tax

Industry Focus

High-Net-Worth Individuals & Families

Education

Masters of Professional Accountancy with a concentration in Taxation
Bryant University